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Royal Fund Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Royal Fund 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 		$18M Buy
208,015
+7,283
+4% +$625K 1.5% 9
2026
Q1 		$17.4M Buy
200,732
+305
+0.2% +$26.8K 1.65% 6
2025
Q4 		$17.5M Sell
200,427
-145,214
-42% -$13M 1.59% 11
2025
Q3 		$30.9M Buy
345,641
+123,341
+55% +$10.8M 3.68% 1
2025
Q2 		$19.6M Buy
222,300
+188,712
+562% +$16.5M 1.95% 5
2025
Q1 		$3.06M Sell
33,588
-159,598
-83% -$14.2M 0.34% 98
2024
Q4 		$16.9M Sell
193,186
-236,987
-55% -$21.8M 1.57% 10
2024
Q3 		$42.2M Buy
430,173
+262,705
+157% +$25.3M 2.52% 5
2024
Q2 		$15.4M Buy
167,468
+16,830
+11% +$1.53M 1.25% 6
2024
Q1 		$14.3M Buy
150,638
+69,969
+87% +$6.62M 1.4% 10
2023
Q4 		$7.98M Buy
+80,669
New +$7.29M 0.88% 26
2022
Q1 		– Sell
-36,123
Closed -$5.35M – 217
2021
Q4 		$5.35M Buy
+36,123
New +$5.32M 0.77% 42
2020
Q4 		– Sell
-23,682
Closed -$3.87M – 186
2020
Q3 		$3.87M Buy
+23,682
New +$3.93M 0.99% 39
2020
Q1 		– Sell
-4
Closed – – 735
2019
Q4 		$0 Hold
4
– – ﹤0.01% 701
2019
Q3 		$0 Hold
4
– – ﹤0.01% 668
2019
Q2 		$0 Buy
+4
New +$508 ﹤0.01% 657

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
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
TC
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

Royal Fund Management's TLT Position: Q2 2026 in Review

Royal Fund Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.6% in Q2 2026, buying an estimated $625K and bringing the position to 208,015 shares worth $18M. The position accounts for 1.5% of the portfolio, ranked #9.

Royal Fund Management first reported a position in TLT in Q2 2019 and has held it in 16 quarters since. The position peaked at $42.2M in Q3 2024. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Royal Fund Management held 208,015 shares of iShares 20+ Year Treasury Bond ETF worth $18M as of Q2 2026.
  • Royal Fund Management bought 7,283 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $625K.
  • iShares 20+ Year Treasury Bond ETF made up 1.5% of Royal Fund Management's portfolio in Q2 2026, its #9 holding.
  • Royal Fund Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 16 quarters since.
  • Royal Fund Management's iShares 20+ Year Treasury Bond ETF position peaked at $42.2M in Q3 2024.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.