Q1WB
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Quest 10 Wealth Builders’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quest 10 Wealth Builders’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 		$255K Buy
2,946
+670
+29% +$57.5K 0.2% 91
2026
Q1 		$197K Sell
2,276
-22
-1% -$1.93K 0.17% 98
2025
Q4 		$200K Buy
2,298
+416
+22% +$37.2K 0.18% 100
2025
Q3 		$168K Sell
1,882
-1
-0.1% -$87 0.16% 101
2025
Q2 		$166K Buy
1,883
+164
+10% +$14.3K 0.16% 101
2025
Q1 		$156K Sell
1,719
-1,106
-39% -$98.5K 0.17% 104
2024
Q4 		$247K Buy
+2,825
New +$260K 0.25% 80

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

Quest 10 Wealth Builders's TLT Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 29% in Q2 2026, buying an estimated $57.5K and bringing the position to 2,946 shares worth $255K. The position accounts for 0.2% of the portfolio, ranked #91.

Quest 10 Wealth Builders first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Quest 10 Wealth Builders held 2,946 shares of iShares 20+ Year Treasury Bond ETF worth $255K as of Q2 2026.
  • Quest 10 Wealth Builders bought 670 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $57.5K.
  • iShares 20+ Year Treasury Bond ETF made up 0.2% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #91 holding.
  • Quest 10 Wealth Builders first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.