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

Quaker Wealth Management’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	$17.3M	Sell	200,359 -3,771	-2%	-$324K	5.04%	5
2026 Q1	$17.7M	Buy	204,130 +7,270	+4%	+$639K	5.53%	5
2025 Q4	$17.2M	Buy	196,860 +4,400	+2%	+$393K	5.44%	5
2025 Q3	$17.2M	Buy	192,460 +18,674	+11%	+$1.63M	5.59%	5
2025 Q2	$15.3M	Buy	+173,786	New	+$15.2M	5.14%	5

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

Quaker Wealth Management's TLT Position: Q2 2026 in Review

Quaker Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.8% in Q2 2026, selling an estimated $324K and leaving 200,359 shares worth $17.3M. The position accounts for 5.04% of the portfolio, ranked #5.

Quaker Wealth Management first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.7M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Quaker Wealth Management held 200,359 shares of iShares 20+ Year Treasury Bond ETF worth $17.3M as of Q2 2026.
Quaker Wealth Management sold 3,771 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $324K.
iShares 20+ Year Treasury Bond ETF made up 5.04% of Quaker Wealth Management's portfolio in Q2 2026, its #5 holding.
Quaker Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Quaker Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $17.7M in Q1 2026.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.