SHJ
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Sharkey, Howes & Javer’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sharkey, Howes & Javer’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 		$7.18M Sell
83,089
-45,158
-35% -$3.88M 0.87% 26
2026
Q1 		$11.1M Sell
128,247
-106,573
-45% -$9.37M 1.5% 20
2025
Q4 		$20.5M Buy
234,820
+54,297
+30% +$4.85M 2.6% 10
2025
Q3 		$16.1M Buy
180,523
+73,164
+68% +$6.4M 2.07% 17
2025
Q2 		$9.47M Buy
107,359
+50,817
+90% +$4.43M 1.27% 20
2025
Q1 		$5.15M Sell
56,542
-27,277
-33% -$2.43M 0.74% 29
2024
Q4 		$7.32M Sell
83,819
-6,154
-7% -$566K 1.03% 21
2024
Q3 		$8.83M Sell
89,973
-14,680
-14% -$1.42M 1.26% 18
2024
Q2 		$9.61M Sell
104,653
-12,866
-11% -$1.17M 1.55% 14
2024
Q1 		$11.1M Sell
117,519
-1,834
-2% -$173K 1.82% 12
2023
Q4 		$11.8M Buy
119,353
+35,326
+42% +$3.19M 2.08% 11
2023
Q3 		$7.45M Buy
+84,027
New +$8.08M 1.43% 15
2021
Q1 		– Sell
-8,122
Closed -$1.28M – 83
2020
Q4 		$1.28M Buy
8,122
+914
+13% +$145K 0.43% 30
2020
Q3 		$1.18M Buy
7,208
+690
+11% +$114K 0.45% 33
2020
Q2 		$1.07M Sell
6,518
-7,219
-53% -$1.19M 0.47% 33
2020
Q1 		$2.27M Buy
13,737
+2,096
+18% +$312K 1.18% 20
2019
Q4 		$1.58M Sell
11,641
-664
-5% -$92.4K 0.67% 28
2019
Q3 		$1.76M Buy
+12,305
New +$1.71M 0.76% 26

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

Sharkey, Howes & Javer's TLT Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 35% in Q2 2026, selling an estimated $3.88M and leaving 83,089 shares worth $7.18M. The position accounts for 0.87% of the portfolio, ranked #26.

Sharkey, Howes & Javer first reported a position in TLT in Q3 2019 and has held it in 18 quarters since. The position peaked at $20.5M in Q4 2025. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Sharkey, Howes & Javer held 83,089 shares of iShares 20+ Year Treasury Bond ETF worth $7.18M as of Q2 2026.
  • Sharkey, Howes & Javer sold 45,158 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.88M.
  • iShares 20+ Year Treasury Bond ETF made up 0.87% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #26 holding.
  • Sharkey, Howes & Javer first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 18 quarters since.
  • Sharkey, Howes & Javer's iShares 20+ Year Treasury Bond ETF position peaked at $20.5M in Q4 2025.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.