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J. M. Brown & Associates Inc.’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J. M. Brown & Associates Inc.’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 		$366K Buy
+4,231
New +$363K 0.21% 126

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FCBT
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NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

J. M. Brown & Associates Inc.'s TLT Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 4,231 shares worth $366K. The stake represents 0.21% of the portfolio and ranks #126 among its holdings.

295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • J. M. Brown & Associates Inc. held 4,231 shares of iShares 20+ Year Treasury Bond ETF worth $366K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.21% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #126 holding.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.