SJBenen ADVISORY’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

SJBenen ADVISORY’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	$15.5M	Buy	179,700 +67,300	+60%	+$5.78M	8.76%	4
2026 Q1	$9.74M	Buy	112,400 +15,200	+16%	+$1.34M	8.13%	4
2025 Q4	$2.81M	Buy	+97,200	New	+$8.69M	2.62%	11

Other funds holding TLT

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

SJBenen ADVISORY's TLT Position: Q2 2026 in Review

SJBenen ADVISORY increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 60% in Q2 2026, buying an estimated $5.78M and bringing the position to 179,700 shares worth $15.5M. The position accounts for 8.76% of the portfolio, ranked #4.

SJBenen ADVISORY first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. 994 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

SJBenen ADVISORY held 179,700 shares of iShares 20+ Year Treasury Bond ETF worth $15.5M as of Q2 2026.
SJBenen ADVISORY bought 67,300 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.78M.
iShares 20+ Year Treasury Bond ETF made up 8.76% of SJBenen ADVISORY's portfolio in Q2 2026, its #4 holding.
SJBenen ADVISORY first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
994 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.