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Retirement Wealth Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Retirement Wealth Solutions’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 		$286 Hold
3
– – ﹤0.01% 764
2026
Q1 		$284 Sell
3
-57
-95% -$5.01K ﹤0.01% 763
2025
Q4 		$5.25K Buy
60
+57
+1,900% +$5.1K ﹤0.01% 305
2025
Q3 		$287 Hold
3
– – ﹤0.01% 746
2025
Q2 		$281 Sell
3
-1
-25% -$87 ﹤0.01% 397
2025
Q1 		$378 Sell
4
-3,772
-100% -$336K ﹤0.01% 382
2024
Q4 		$323K Buy
+3,776
New +$348K 0.27% 36

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

Retirement Wealth Solutions's TLT Position: Q2 2026 in Review

Retirement Wealth Solutions held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 3 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Retirement Wealth Solutions first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q4 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Retirement Wealth Solutions held 3 shares of iShares 20+ Year Treasury Bond ETF worth $286 as of Q2 2026.
  • Retirement Wealth Solutions 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 Retirement Wealth Solutions's portfolio in Q2 2026, its #764 holding.
  • Retirement Wealth Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $323K in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.