MPWM Advisory Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MPWM Advisory Solutions’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Buy	2,764 +724	+35%	+$62.2K	0.11%	94
2026 Q1	$177K	Buy	2,040 +14	+0.7%	+$1.23K	0.09%	109
2025 Q4	$177K	Buy	2,026 +30	+2%	+$2.68K	0.1%	98
2025 Q3	$178K	Buy	1,996 +22	+1%	+$1.92K	0.11%	93
2025 Q2	$174K	Buy	1,974 +22	+1%	+$1.92K	0.11%	89
2025 Q1	$178K	Buy	1,952 +13	+0.7%	+$1.16K	0.13%	70
2024 Q4	$169K	Buy	+1,939	New	+$178K	0.12%	80

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MPWM Advisory Solutions's TLT Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 35% in Q2 2026, buying an estimated $62.2K and bringing the position to 2,764 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #94.

MPWM Advisory Solutions first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

MPWM Advisory Solutions held 2,764 shares of iShares 20+ Year Treasury Bond ETF worth $239K as of Q2 2026.
MPWM Advisory Solutions bought 724 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $62.2K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of MPWM Advisory Solutions's portfolio in Q2 2026, its #94 holding.
MPWM Advisory Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.