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

Shelton 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 		$4.35M Buy
50,300
+561
+1% +$48.2K 1.71% 12
2026
Q1 		$4.31M Sell
49,739
-490
-1% -$43.1K 1.89% 10
2025
Q4 		$4.38M Sell
50,229
-1,065
-2% -$95.2K 1.88% 11
2025
Q3 		$4.58M Buy
51,294
+1,367
+3% +$120K 2.07% 10
2025
Q2 		$4.41M Buy
49,927
+11,425
+30% +$996K 2.12% 10
2025
Q1 		$3.5M Buy
38,502
+32,170
+508% +$2.86M 1.91% 11
2024
Q4 		$553K Sell
6,332
-50,005
-89% -$4.6M 0.29% 93
2024
Q3 		$5.53M Sell
56,337
-6,032
-10% -$582K 3% 4
2024
Q2 		$5.72M Sell
62,369
-340
-0.5% -$31K 3.25% 4
2024
Q1 		$5.93M Buy
62,709
+37,901
+153% +$3.58M 3.73% 5
2023
Q4 		$2.45M Sell
24,808
-72,145
-74% -$6.52M 1.74% 15
2023
Q3 		$8.6M Buy
96,953
+8,369
+9% +$804K 6.88% 4
2023
Q2 		$9.12M Buy
88,584
+13,811
+18% +$1.43M 7.07% 4
2023
Q1 		$7.95M Buy
74,773
+34,392
+85% +$3.6M 6.45% 5
2022
Q4 		$4.02M Buy
40,381
+18,365
+83% +$1.85M 3.17% 11
2022
Q3 		$2.26M Buy
22,016
+66
+0.3% +$7.43K 2.01% 17
2022
Q2 		$2.52M Buy
+21,950
New +$2.58M 2.14% 15

Other funds holding TLT

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

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

Shelton Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, buying an estimated $48.2K and bringing the position to 50,300 shares worth $4.35M. The position accounts for 1.71% of the portfolio, ranked #12.

Shelton Wealth Management first reported a position in TLT in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.12M in Q2 2023. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Shelton Wealth Management held 50,300 shares of iShares 20+ Year Treasury Bond ETF worth $4.35M as of Q2 2026.
  • Shelton Wealth Management bought 561 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $48.2K.
  • iShares 20+ Year Treasury Bond ETF made up 1.71% of Shelton Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Shelton Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Shelton Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $9.12M in Q2 2023.
  • 156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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