Stokes Family Office’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stokes Family Office’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	$244K	Sell	2,825 -1,750	-38%	-$150K	0.03%	248
2026 Q1	$397K	Sell	4,575 -249	-5%	-$21.9K	0.04%	206
2025 Q4	$420K	Buy	4,824 +1,318	+38%	+$118K	0.04%	215
2025 Q3	$313K	Sell	3,506 -236	-6%	-$20.6K	0.03%	217
2025 Q2	$330K	Sell	3,742 -2,911	-44%	-$254K	0.03%	192
2025 Q1	$606K	Buy	6,653 +3,850	+137%	+$343K	0.07%	142
2024 Q4	$245K	Sell	2,803 -1,573	-36%	-$145K	0.03%	213
2024 Q3	$429K	Buy	4,376 +2,071	+90%	+$200K	0.05%	168
2024 Q2	$212K	Buy	+2,305	New	+$210K	0.02%	211
2023 Q4	–	Sell	-14,532	Closed	-$1.29M	–	332
2023 Q3	$1.29M	Buy	14,532 +4,565	+46%	+$439K	0.15%	111
2023 Q2	$1.03M	Sell	9,967 -1,535	-13%	-$159K	0.12%	120
2023 Q1	$1.22M	Buy	11,502 +1,079	+10%	+$113K	0.15%	111
2022 Q4	$1.04M	Sell	10,423 -1,283	-11%	-$129K	0.13%	110
2022 Q3	$1.2M	Buy	11,706 +6,621	+130%	+$745K	0.17%	94
2022 Q2	$584K	Sell	5,085 -1,810	-26%	-$213K	0.08%	149
2022 Q1	$910K	Sell	6,895 -13,136	-66%	-$1.81M	0.12%	112
2021 Q4	$2.97M	Buy	20,031 +8,288	+71%	+$1.22M	0.37%	57
2021 Q3	$1.7M	Buy	+11,743	New	+$1.74M	0.24%	75

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

Stokes Family Office's TLT Position: Q2 2026 in Review

Stokes Family Office reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 38% in Q2 2026, selling an estimated $150K and leaving 2,825 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #248.

Stokes Family Office first reported a position in TLT in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.97M in Q4 2021. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Stokes Family Office held 2,825 shares of iShares 20+ Year Treasury Bond ETF worth $244K as of Q2 2026.
Stokes Family Office sold 1,750 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $150K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Stokes Family Office's portfolio in Q2 2026, its #248 holding.
Stokes Family Office first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 18 quarters since.
Stokes Family Office's iShares 20+ Year Treasury Bond ETF position peaked at $2.97M in Q4 2021.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.