Titleist Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Titleist Asset Management’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	$3.08M	Buy	35,657 +5,043	+16%	+$433K	0.21%	100
2026 Q1	$2.65M	Buy	30,614 +2,365	+8%	+$208K	0.2%	99
2025 Q4	$2.46M	Buy	28,249 +2,205	+8%	+$197K	0.2%	101
2025 Q3	$2.33M	Buy	26,044 +1,588	+6%	+$139K	0.2%	93
2025 Q2	$2.16M	Buy	24,456 +2,092	+9%	+$182K	0.21%	93
2025 Q1	$2.04M	Buy	22,364 +7,948	+55%	+$708K	0.24%	92
2024 Q4	$1.26M	Buy	14,416 +2,141	+17%	+$197K	0.14%	111
2024 Q3	$1.2M	Sell	12,275 -500	-4%	-$48.2K	0.17%	98
2024 Q2	$1.17M	Buy	12,775 +8,079	+172%	+$736K	0.18%	94
2024 Q1	$444K	Buy	+4,696	New	+$444K	0.08%	169

Other funds holding TLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

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

Titleist Asset Management's TLT Position: Q2 2026 in Review

Titleist Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q2 2026, buying an estimated $433K and bringing the position to 35,657 shares worth $3.08M. The position accounts for 0.21% of the portfolio, ranked #100.

Titleist Asset Management first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Titleist Asset Management held 35,657 shares of iShares 20+ Year Treasury Bond ETF worth $3.08M as of Q2 2026.
Titleist Asset Management bought 5,043 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $433K.
iShares 20+ Year Treasury Bond ETF made up 0.21% of Titleist Asset Management's portfolio in Q2 2026, its #100 holding.
Titleist Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.