NWF Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

NWF Advisory Services’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	$205K	Sell	2,370 -307	-11%	-$26.4K	0.02%	399
2026 Q1	$232K	Sell	2,677 -110	-4%	-$9.67K	0.03%	338
2025 Q4	$243K	Buy	+2,787	New	+$249K	0.03%	326
2025 Q3	–	Sell	-2,642	Closed	-$233K	–	459
2025 Q2	$233K	Sell	2,642 -77	-3%	-$6.71K	0.03%	347
2025 Q1	$248K	Sell	2,719 -26,311	-91%	-$2.34M	0.03%	279
2024 Q4	$2.54M	Sell	29,030 -7,675	-21%	-$706K	0.37%	50
2024 Q3	$3.6M	Buy	36,705 +5,315	+17%	+$513K	0.52%	44
2024 Q2	$2.88M	Buy	31,390 +3,499	+13%	+$319K	0.46%	47
2024 Q1	$2.64M	Buy	27,891 +15,665	+128%	+$1.48M	0.44%	51
2023 Q4	$1.21M	Buy	+12,226	New	+$1.1M	0.24%	80
2023 Q3	–	Sell	-13,310	Closed	-$1.37M	–	302
2023 Q2	$1.37M	Hold	13,310	–	–	0.32%	63
2023 Q1	$1.37M	Buy	+13,310	New	+$1.39M	0.32%	63

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

NWF Advisory Services's TLT Position: Q2 2026 in Review

NWF Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q2 2026, selling an estimated $26.4K and leaving 2,370 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #399.

NWF Advisory Services first reported a position in TLT in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.6M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

NWF Advisory Services held 2,370 shares of iShares 20+ Year Treasury Bond ETF worth $205K as of Q2 2026.
NWF Advisory Services sold 307 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $26.4K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #399 holding.
NWF Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $3.6M in Q3 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.