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

SkyOak Wealth’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	$339K	Buy	3,926 +926	+31%	+$79.5K	0.06%	166
2026 Q1	$260K	Hold	3,000	–	–	0.05%	199
2025 Q4	$261K	Hold	3,000	–	–	0.05%	206
2025 Q3	$268K	Hold	3,000	–	–	0.05%	205
2025 Q2	$265K	Hold	3,000	–	–	0.05%	193
2025 Q1	$273K	Sell	3,000 -37	-1%	-$3.29K	0.06%	182
2024 Q4	$265K	Buy	+3,037	New	+$280K	0.06%	204
2024 Q3	–	Sell	-3,164	Closed	-$290K	–	263
2024 Q2	$290K	Hold	3,164	–	–	0.07%	181
2024 Q1	$299K	Buy	+3,164	New	+$299K	0.07%	189

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

SkyOak Wealth's TLT Position: Q2 2026 in Review

SkyOak Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 31% in Q2 2026, buying an estimated $79.5K and bringing the position to 3,926 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #166.

SkyOak Wealth first reported a position in TLT in Q1 2024 and has held it in 9 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

SkyOak Wealth held 3,926 shares of iShares 20+ Year Treasury Bond ETF worth $339K as of Q2 2026.
SkyOak Wealth bought 926 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $79.5K.
iShares 20+ Year Treasury Bond ETF made up 0.06% of SkyOak Wealth's portfolio in Q2 2026, its #166 holding.
SkyOak Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.