Saxon Interests’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Saxon Interests’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	$494K	Sell	5,719 -28	-0.5%	-$2.4K	0.14%	153
2026 Q1	$498K	Buy	5,747 +676	+13%	+$59.4K	0.17%	142
2025 Q4	$442K	Sell	5,071 -20	-0.4%	-$1.79K	0.15%	130
2025 Q3	$441K	Sell	5,091 -10	-0.2%	-$875	0.17%	118
2025 Q2	$464K	Hold	5,101	–	–	0.22%	106
2025 Q1	$464K	Sell	5,101 -5	-0.1%	-$445	0.22%	106
2024 Q4	$446K	Sell	5,106 -933	-15%	-$85.9K	0.2%	109
2024 Q3	$592K	Sell	6,039 -82	-1%	-$7.91K	0.27%	88
2024 Q2	$562K	Buy	6,121 +1,355	+28%	+$123K	0.27%	89
2024 Q1	$451K	Buy	+4,766	New	+$451K	0.22%	107

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

Saxon Interests's TLT Position: Q2 2026 in Review

Saxon Interests reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.49% in Q2 2026, selling an estimated $2.4K and leaving 5,719 shares worth $494K. The position accounts for 0.14% of the portfolio, ranked #153.

Saxon Interests first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $592K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Saxon Interests held 5,719 shares of iShares 20+ Year Treasury Bond ETF worth $494K as of Q2 2026.
Saxon Interests sold 28 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.4K.
iShares 20+ Year Treasury Bond ETF made up 0.14% of Saxon Interests's portfolio in Q2 2026, its #153 holding.
Saxon Interests first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Saxon Interests's iShares 20+ Year Treasury Bond ETF position peaked at $592K in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.