Stonehaven Wealth & Tax Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$3M	Buy	34,666 +1,464	+4%	+$126K	2.4%	11
2026 Q1	$2.88M	Sell	33,202 -2,987	-8%	-$263K	2.55%	10
2025 Q4	$3.15M	Buy	36,189 +7,351	+25%	+$657K	2.83%	10
2025 Q3	$2.58M	Buy	28,838 +1,114	+4%	+$97.4K	2.38%	10
2025 Q2	$2.45M	Sell	27,724 -126	-0.5%	-$11K	2.39%	10
2025 Q1	$2.54M	Buy	27,850 +11,257	+68%	+$1M	2.68%	10
2024 Q4	$1.45M	Buy	+16,593	New	+$1.53M	1.58%	18

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

Stonehaven Wealth & Tax Solutions's TLT Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.4% in Q2 2026, buying an estimated $126K and bringing the position to 34,666 shares worth $3M. The position accounts for 2.4% of the portfolio, ranked #11.

Stonehaven Wealth & Tax Solutions first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q4 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 34,666 shares of iShares 20+ Year Treasury Bond ETF worth $3M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 1,464 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $126K.
iShares 20+ Year Treasury Bond ETF made up 2.4% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #11 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $3.15M in Q4 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.