Rooted Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rooted Wealth Advisors’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	$1.52M	Buy	17,617 +3,140	+22%	+$270K	0.37%	48
2026 Q1	$1.26M	Buy	14,477 +2,493	+21%	+$219K	0.33%	53
2025 Q4	$1.04M	Buy	11,984 +2,794	+30%	+$250K	0.29%	61
2025 Q3	$821K	Buy	9,190 +950	+12%	+$83.1K	0.25%	59
2025 Q2	$707K	Buy	8,240 +989	+14%	+$86.2K	0.24%	55
2025 Q1	$673K	Sell	7,251 -50	-0.7%	-$4.45K	0.29%	47
2024 Q4	$627K	Buy	7,301 +602	+9%	+$55.4K	0.25%	50
2024 Q3	$635K	Sell	6,699 -575	-8%	-$55.4K	0.28%	47
2024 Q2	$680K	Buy	7,274 +630	+9%	+$57.4K	0.3%	47
2024 Q1	$612K	Buy	6,644 +452	+7%	+$42.8K	0.3%	50
2023 Q4	$589K	Buy	+6,192	New	+$559K	0.31%	50
2023 Q2	–	Sell	-4,868	Closed	-$512K	–	100
2023 Q1	$512K	Buy	4,868 +391	+9%	+$40.9K	0.38%	46
2022 Q4	$446K	Buy	+4,477	New	+$451K	0.37%	46

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

Rooted Wealth Advisors's TLT Position: Q2 2026 in Review

Rooted Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q2 2026, buying an estimated $270K and bringing the position to 17,617 shares worth $1.52M. The position accounts for 0.37% of the portfolio, ranked #48.

Rooted Wealth Advisors first reported a position in TLT in Q4 2022 and has held it in 13 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Rooted Wealth Advisors held 17,617 shares of iShares 20+ Year Treasury Bond ETF worth $1.52M as of Q2 2026.
Rooted Wealth Advisors bought 3,140 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $270K.
iShares 20+ Year Treasury Bond ETF made up 0.37% of Rooted Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Rooted Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.