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

Tompkins 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	$7.35K	Hold	85	–	–	﹤0.01%	473
2026 Q1	$7.37K	Hold	85	–	–	﹤0.01%	471
2025 Q4	$7.41K	Hold	85	–	–	﹤0.01%	468
2025 Q3	$7.6K	Hold	85	–	–	﹤0.01%	461
2025 Q2	$7.5K	Hold	85	–	–	﹤0.01%	457
2025 Q1	$7.74K	Hold	85	–	–	﹤0.01%	460
2024 Q4	$7.42K	Buy	+85	New	+$7.82K	﹤0.01%	445
2024 Q3	–	Sell	-171	Closed	-$15.7K	–	620
2024 Q2	$15.7K	Buy	+171	New	+$15.6K	﹤0.01%	454
2024 Q1	–	Sell	-32	Closed	-$3.16K	–	701
2023 Q4	$3.16K	Buy	+32	New	+$2.89K	﹤0.01%	570
2023 Q1	–	Sell	-33	Closed	-$3K	–	648
2022 Q4	$3K	Hold	33	–	–	﹤0.01%	564
2022 Q3	$3K	Hold	33	–	–	﹤0.01%	551
2022 Q2	$4K	Hold	33	–	–	﹤0.01%	519
2022 Q1	$4K	Buy	+33	New	+$4.55K	﹤0.01%	545
2014 Q4	–	Sell	-58	Closed	-$7K	–	493
2014 Q3	$7K	Hold	58	–	–	﹤0.01%	407
2014 Q2	$7K	Hold	58	–	–	﹤0.01%	421
2014 Q1	$6K	Sell	58 -5	-8%	-$534	﹤0.01%	428
2013 Q4	$6K	Sell	63 -53	-46%	-$5.55K	﹤0.01%	452
2013 Q3	$12K	Buy	+116	New	+$12.3K	﹤0.01%	384

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

Tompkins Financial's TLT Position: Q2 2026 in Review

Tompkins Financial held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 85 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Tompkins Financial first reported a position in TLT in Q3 2013 and has held it in 18 quarters since. The position peaked at $15.7K in Q2 2024. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Tompkins Financial held 85 shares of iShares 20+ Year Treasury Bond ETF worth $7.35K as of Q2 2026.
Tompkins Financial left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #473 holding.
Tompkins Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2013 and has held it in 18 quarters since.
Tompkins Financial's iShares 20+ Year Treasury Bond ETF position peaked at $15.7K in Q2 2024.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.