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

Operose 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	$1.04K	Buy	+12	New	+$1.03K	﹤0.01%	484
2025 Q4	–	Sell	-485	Closed	-$43.3K	–	492
2025 Q3	$43.3K	Buy	+485	New	+$42.4K	0.01%	272
2025 Q1	–	Sell	-771	Closed	-$67.3K	–	449
2024 Q4	$67.3K	Hold	771	–	–	0.02%	191
2024 Q3	$75.6K	Buy	771 +698	+956%	+$67.3K	0.02%	222
2024 Q2	$6.7K	Hold	73	–	–	﹤0.01%	482
2024 Q1	$6.91K	Buy	+73	New	+$6.91K	﹤0.01%	520

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

Operose Advisors's TLT Position: Q2 2026 in Review

Operose Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 12 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Operose Advisors previously reported a position in TLT as recently as Q3 2025.

Operose Advisors first reported a position in TLT in Q1 2024 and has held it in 6 quarters since. The position peaked at $75.6K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Operose Advisors held 12 shares of iShares 20+ Year Treasury Bond ETF worth $1.04K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Operose Advisors position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #484 holding.
Operose Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
Operose Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $75.6K in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.