OW
TLT icon

Olistico Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Olistico Wealth’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 		$6.05K Hold
70
– – ﹤0.01% 277
2026
Q1 		$6.07K Hold
70
– – ﹤0.01% 281
2025
Q4 		$6.1K Buy
+70
New +$6.26K ﹤0.01% 281
2025
Q3 		– Sell
-70
Closed -$6.18K – 309
2025
Q2 		$6.18K Buy
+70
New +$6.1K ﹤0.01% 284

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Olistico Wealth's TLT Position: Q2 2026 in Review

Olistico Wealth held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 70 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Olistico Wealth first reported a position in TLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.18K in Q2 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Olistico Wealth held 70 shares of iShares 20+ Year Treasury Bond ETF worth $6.05K as of Q2 2026.
  • Olistico Wealth 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 Olistico Wealth's portfolio in Q2 2026, its #277 holding.
  • Olistico Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Olistico Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $6.18K in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.