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

Raffa 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	$24.8K	Hold	287	–	–	﹤0.01%	250
2026 Q1	$24.9K	Hold	287	–	–	﹤0.01%	240
2025 Q4	$25K	Hold	287	–	–	﹤0.01%	239
2025 Q3	$25.6K	Hold	287	–	–	﹤0.01%	225
2025 Q2	$25.3K	Sell	287 -281	-49%	-$24.5K	0.01%	239
2025 Q1	$51.7K	Hold	568	–	–	0.01%	145
2024 Q4	$49.6K	Buy	568 +281	+98%	+$25.9K	0.01%	149
2024 Q3	$28.2K	Hold	287	–	–	0.01%	190
2024 Q2	$26.3K	Hold	287	–	–	0.01%	268
2024 Q1	$27.2K	Hold	287	–	–	0.01%	251
2023 Q4	$28.4K	Hold	287	–	–	0.01%	173
2023 Q3	$25.5K	Hold	287	–	–	0.01%	174
2023 Q2	$29.5K	Hold	287	–	–	0.01%	165
2023 Q1	$30.5K	Sell	287 -257	-47%	-$26.9K	0.01%	178
2022 Q4	$54.2K	Buy	544 +3	+0.6%	+$302	0.02%	131
2022 Q3	$55.4K	Buy	541 +2	+0.4%	+$225	0.02%	126
2022 Q2	$61.9K	Sell	539 -10	-2%	-$1.18K	0.03%	124
2022 Q1	$72.5K	Buy	549 +227	+70%	+$31.3K	0.03%	114
2021 Q4	$47.7K	Buy	+322	New	+$47.5K	0.02%	159
2020 Q1	–	Sell	-309	Closed	-$41.9K	–	884
2019 Q4	$41.9K	Hold	309	–	–	0.01%	143
2019 Q3	$44.2K	Buy	+309	New	+$42.9K	0.02%	136
2018 Q1	–	Sell	-1,000	Closed	-$127K	–	720
2017 Q4	$127K	Buy	+1,000	New	+$126K	0.05%	92
2014 Q3	–	Sell	-13	Closed	-$1.48K	–	759
2014 Q2	$1.48K	Buy	+13	New	+$1.45K	﹤0.01%	232

Other funds holding TLT

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Raffa Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 287 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Raffa Wealth Management first reported a position in TLT in Q2 2014 and has held it in 23 quarters since. The position peaked at $127K in Q4 2017. 994 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Raffa Wealth Management held 287 shares of iShares 20+ Year Treasury Bond ETF worth $24.8K as of Q2 2026.
Raffa Wealth Management 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 Raffa Wealth Management's portfolio in Q2 2026, its #250 holding.
Raffa Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2014 and has held it in 23 quarters since.
Raffa Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $127K in Q4 2017.
994 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.