Oak Family Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Oak Family Advisors’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	$1.05M	Sell	12,191 -133	-1%	-$11.4K	0.27%	63
2026 Q1	$1.07M	Buy	+12,324	New	+$1.08M	0.3%	59
2025 Q4	–	Sell	-2,918	Closed	-$261K	–	124
2025 Q3	$261K	Buy	+2,918	New	+$255K	0.07%	92
2025 Q2	–	Sell	-5,917	Closed	-$539K	–	116
2025 Q1	$539K	Buy	+5,917	New	+$527K	0.18%	62
2024 Q4	–	Sell	-5,365	Closed	-$526K	–	146
2024 Q3	$526K	Sell	5,365 -5,141	-49%	-$496K	0.16%	92
2024 Q2	$964K	Buy	10,506 +7	+0.1%	+$638	0.33%	58
2024 Q1	$993K	Buy	10,499 +142	+1%	+$13.4K	0.38%	60
2023 Q4	$1.02M	Sell	10,357 -7	-0.1%	-$632	0.43%	60
2023 Q3	$919K	Buy	10,364 +208	+2%	+$20K	0.43%	50
2023 Q2	$1.05M	Buy	+10,156	New	+$1.05M	0.5%	51

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

Oak Family Advisors's TLT Position: Q2 2026 in Review

Oak Family Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, selling an estimated $11.4K and leaving 12,191 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #63.

Oak Family Advisors first reported a position in TLT in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Oak Family Advisors held 12,191 shares of iShares 20+ Year Treasury Bond ETF worth $1.05M as of Q2 2026.
Oak Family Advisors sold 133 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $11.4K.
iShares 20+ Year Treasury Bond ETF made up 0.27% of Oak Family Advisors's portfolio in Q2 2026, its #63 holding.
Oak Family Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
Oak Family Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.07M in Q1 2026.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.