PMV Capital Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

PMV Capital Advisers’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	$2.62M	Buy	30,288 +2,431	+9%	+$209K	3.93%	6
2026 Q1	$2.41M	Buy	27,857 +5,311	+24%	+$467K	4.07%	7
2025 Q4	$1.97M	Buy	22,546 +3,045	+16%	+$272K	3.58%	10
2025 Q3	$1.74M	Buy	19,501 +994	+5%	+$86.9K	3.38%	10
2025 Q2	$1.63M	Buy	18,507 +942	+5%	+$82.1K	3.64%	8
2025 Q1	$1.6M	Sell	17,565 -7,085	-29%	-$631K	3.88%	8
2024 Q4	$2.15M	Buy	+24,650	New	+$2.27M	5.8%	4

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

PMV Capital Advisers's TLT Position: Q2 2026 in Review

PMV Capital Advisers increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.7% in Q2 2026, buying an estimated $209K and bringing the position to 30,288 shares worth $2.62M. The position accounts for 3.93% of the portfolio, ranked #6.

PMV Capital Advisers first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

PMV Capital Advisers held 30,288 shares of iShares 20+ Year Treasury Bond ETF worth $2.62M as of Q2 2026.
PMV Capital Advisers bought 2,431 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $209K.
iShares 20+ Year Treasury Bond ETF made up 3.93% of PMV Capital Advisers's portfolio in Q2 2026, its #6 holding.
PMV Capital Advisers first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.