National Wealth Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

National Wealth Management 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	$609K	Buy	+7,050	New	+$605K	0.19%	98
2025 Q4	–	Sell	-4,589	Closed	-$410K	–	283
2025 Q3	$410K	Buy	4,589 +178	+4%	+$15.6K	0.15%	151
2025 Q2	$389K	Sell	4,411 -997	-18%	-$86.9K	0.22%	104
2025 Q1	$492K	Buy	+5,408	New	+$481K	0.32%	75
2023 Q2	–	Sell	-3,418	Closed	-$356K	–	169
2023 Q1	$356K	Buy	3,418 +837	+32%	+$87.6K	0.41%	80
2022 Q4	$257K	Sell	2,581 -324	-11%	-$32.6K	0.31%	103
2022 Q3	$298K	Sell	2,905 -1,681	-37%	-$189K	0.39%	90
2022 Q2	$527K	Hold	4,586	–	–	0.66%	40
2022 Q1	$606K	Sell	4,586 -250	-5%	-$34.5K	0.58%	51
2021 Q4	$717K	Buy	+4,836	New	+$713K	0.67%	48

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

National Wealth Management Group's TLT Position: Q2 2026 in Review

National Wealth Management Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 7,050 shares worth $609K. The stake represents 0.19% of the portfolio and ranks #98 among its holdings. This is a return to the name: National Wealth Management Group previously reported a position in TLT as recently as Q3 2025.

National Wealth Management Group first reported a position in TLT in Q4 2021 and has held it in 10 quarters since. The position peaked at $717K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

National Wealth Management Group held 7,050 shares of iShares 20+ Year Treasury Bond ETF worth $609K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new National Wealth Management Group position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.19% of National Wealth Management Group's portfolio in Q2 2026, its #98 holding.
National Wealth Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
National Wealth Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $717K in Q4 2021.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.