TWP
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Tempus Wealth Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Tempus Wealth Planning’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 		$2.53M Sell
29,236
-2,544
-8% -$218K 0.49% 51
2026
Q1 		$2.76M Buy
31,780
+15,789
+99% +$1.39M 0.63% 35
2025
Q4 		$1.39M Sell
15,991
-12,323
-44% -$1.1M 0.32% 89
2025
Q3 		$2.53M Buy
28,314
+14,381
+103% +$1.26M 0.58% 39
2025
Q2 		$1.23M Buy
13,933
+5,993
+75% +$523K 0.31% 90
2025
Q1 		$723K Sell
7,940
-413
-5% -$36.8K 0.22% 119
2024
Q4 		$729K Buy
8,353
+882
+12% +$81.2K 0.22% 111
2024
Q3 		$733K Sell
7,471
-2,994
-29% -$289K 0.27% 98
2024
Q2 		$960K Buy
10,465
+2,524
+32% +$230K 0.4% 67
2024
Q1 		$751K Buy
7,941
+2,258
+40% +$214K 0.33% 85
2023
Q4 		$562K Buy
5,683
+702
+14% +$63.4K 0.25% 95
2023
Q3 		$442K Buy
4,981
+1,129
+29% +$109K 0.22% 96
2023
Q2 		$397K Buy
+3,852
New +$400K 0.18% 121
2023
Q1 		– Sell
-7,348
Closed -$732K – 190
2022
Q4 		$732K Buy
+7,348
New +$740K 0.44% 71

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

Tempus Wealth Planning's TLT Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8% in Q2 2026, selling an estimated $218K and leaving 29,236 shares worth $2.53M. The position accounts for 0.49% of the portfolio, ranked #51.

Tempus Wealth Planning first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.76M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Tempus Wealth Planning held 29,236 shares of iShares 20+ Year Treasury Bond ETF worth $2.53M as of Q2 2026.
  • Tempus Wealth Planning sold 2,544 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $218K.
  • iShares 20+ Year Treasury Bond ETF made up 0.49% of Tempus Wealth Planning's portfolio in Q2 2026, its #51 holding.
  • Tempus Wealth Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Tempus Wealth Planning's iShares 20+ Year Treasury Bond ETF position peaked at $2.76M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.