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

Tranquilli Financial Advisor’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	$613K	Buy	7,098 +831	+13%	+$71.4K	0.33%	73
2026 Q1	$543K	Buy	+6,267	New	+$551K	0.32%	74
2025 Q3	–	Sell	-4,815	Closed	-$425K	–	122
2025 Q2	$425K	Sell	4,815 -4,247	-47%	-$370K	0.26%	79
2025 Q1	$825K	Buy	9,062 +302	+3%	+$26.9K	0.52%	46
2024 Q4	$765K	Buy	8,760 +4,860	+125%	+$447K	0.48%	49
2024 Q3	$383K	Sell	3,900 -124	-3%	-$12K	0.24%	78
2024 Q2	$362K	Sell	4,024 -1,101	-21%	-$100K	0.24%	78
2024 Q1	$485K	Sell	5,125 -1,058	-17%	-$100K	0.32%	65
2023 Q4	$611K	Buy	+6,183	New	+$559K	0.43%	49
2021 Q1	–	Sell	-3,060	Closed	-$483K	–	81
2020 Q4	$483K	Buy	+3,060	New	+$486K	0.44%	44

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

Tranquilli Financial Advisor's TLT Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q2 2026, buying an estimated $71.4K and bringing the position to 7,098 shares worth $613K. The position accounts for 0.33% of the portfolio, ranked #73.

Tranquilli Financial Advisor first reported a position in TLT in Q4 2020 and has held it in 10 quarters since. The position peaked at $825K in Q1 2025. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Tranquilli Financial Advisor held 7,098 shares of iShares 20+ Year Treasury Bond ETF worth $613K as of Q2 2026.
Tranquilli Financial Advisor bought 831 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $71.4K.
iShares 20+ Year Treasury Bond ETF made up 0.33% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #73 holding.
Tranquilli Financial Advisor first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 10 quarters since.
Tranquilli Financial Advisor's iShares 20+ Year Treasury Bond ETF position peaked at $825K in Q1 2025.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.