Nalls Sherbakoff Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Nalls Sherbakoff Group’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	$778	Hold	9	–	–	﹤0.01%	355
2026 Q1	$780	Hold	9	–	–	﹤0.01%	386
2025 Q4	$784	Hold	9	–	–	﹤0.01%	415
2025 Q3	$804	Hold	9	–	–	﹤0.01%	403
2025 Q2	$794	Hold	9	–	–	﹤0.01%	405
2025 Q1	$819	Buy	+9	New	+$801	﹤0.01%	409
2023 Q4	$890	Hold	9	–	–	﹤0.01%	397
2023 Q3	$799	Hold	9	–	–	﹤0.01%	411
2023 Q2	$927	Hold	9	–	–	﹤0.01%	417
2023 Q1	$944	Buy	+9	New	+$942	﹤0.01%	444

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

Nalls Sherbakoff Group's TLT Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 9 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Nalls Sherbakoff Group first reported a position in TLT in Q1 2023 and has held it in 10 quarters since. The position peaked at $944 in Q1 2023. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Nalls Sherbakoff Group held 9 shares of iShares 20+ Year Treasury Bond ETF worth $778 as of Q2 2026.
Nalls Sherbakoff Group left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #355 holding.
Nalls Sherbakoff Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 10 quarters since.
Nalls Sherbakoff Group's iShares 20+ Year Treasury Bond ETF position peaked at $944 in Q1 2023.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.