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

Rezny 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	–	Hold	0	–	–	–	9
2026 Q1	–	Hold	0	–	–	–	10
2025 Q4	–	Hold	0	–	–	–	10
2025 Q3	–	Hold	0	–	–	–	9
2025 Q2	–	Hold	0	–	–	–	9
2025 Q1	–	Sell	-100,004	Closed	-$8.9M	–	8
2024 Q4	$8.73M	Buy	100,004 +39,548	+65%	+$3.64M	2.14%	9
2024 Q3	$5.93M	Buy	60,456 +1,547	+3%	+$149K	1.49%	9
2024 Q2	$5.41M	Buy	58,909 +56,166	+2,048%	+$5.12M	1.45%	11
2024 Q1	$260K	Hold	2,743	–	–	0.08%	23
2023 Q4	$271K	Buy	+2,743	New	+$248K	0.09%	20

Other funds holding TLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Rezny Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 0 shares worth $7.12M. The position accounts for 1.23% of the portfolio, ranked #9.

Rezny Wealth Management first reported a position in TLT in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.73M in Q4 2024. 248 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Rezny Wealth Management held 0 shares of iShares 20+ Year Treasury Bond ETF worth $7.12M as of Q2 2026.
Rezny Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 1.23% of Rezny Wealth Management's portfolio in Q2 2026, its #9 holding.
Rezny Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
Rezny Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.73M in Q4 2024.
248 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Rezny Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.