TF
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Tandem Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Tandem Financial’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 		$267K Sell
3,084
-66
-2% -$5.67K 0.08% 89
2026
Q1 		$273K Buy
3,150
+11
+0.4% +$967 0.09% 86
2025
Q4 		$274K Buy
3,139
+710
+29% +$63.5K 0.33% 40
2025
Q3 		$217K Sell
2,429
-135
-5% -$11.8K 0.08% 84
2025
Q2 		$226K Sell
2,564
-435
-15% -$37.9K 0.21% 46
2025
Q1 		$273K Sell
2,999
-140
-4% -$12.5K 0.3% 43
2024
Q4 		$274K Buy
+3,139
New +$289K 0.29% 44

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tandem Financial's TLT Position: Q2 2026 in Review

Tandem Financial reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.1% in Q2 2026, selling an estimated $5.67K and leaving 3,084 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #89.

Tandem Financial first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $274K in Q4 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Tandem Financial held 3,084 shares of iShares 20+ Year Treasury Bond ETF worth $267K as of Q2 2026.
  • Tandem Financial sold 66 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.67K.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Tandem Financial's portfolio in Q2 2026, its #89 holding.
  • Tandem Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Tandem Financial's iShares 20+ Year Treasury Bond ETF position peaked at $274K in Q4 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.