Tru Independence Asset Management 2’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Tru Independence Asset Management 2’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 Q1	$2.3M	Buy	26,551 +241	+0.9%	+$21.2K	1.42%	22
2025 Q4	$2.29M	Sell	26,310 -2,120	-7%	-$190K	1.44%	22
2025 Q3	$2.54M	Buy	28,430 +78	+0.3%	+$6.82K	1.67%	21
2025 Q2	$2.5M	Buy	28,352 +1,316	+5%	+$115K	1.71%	21
2025 Q1	$2.46M	Buy	27,036 +19,649	+266%	+$1.75M	1.84%	18
2024 Q4	$645K	Buy	7,387 +1,349	+22%	+$124K	0.54%	39
2024 Q3	$592K	Buy	+6,038	New	+$582K	0.5%	37
2023 Q1	$377K	Buy	+3,540	New	+$370K	0.38%	50
2022 Q3	$357K	Buy	3,487 +39	+1%	+$4.39K	0.38%	43
2022 Q2	$396K	Buy	+3,448	New	+$406K	0.33%	41

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tru Independence Asset Management 2's TLT Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.92% in Q1 2026, buying an estimated $21.2K and bringing the position to 26,551 shares worth $2.3M. The position accounts for 1.42% of the portfolio, ranked #22.

Tru Independence Asset Management 2 first reported a position in TLT in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.54M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Tru Independence Asset Management 2 held 26,551 shares of iShares 20+ Year Treasury Bond ETF worth $2.3M as of Q1 2026.
Tru Independence Asset Management 2 bought 241 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $21.2K.
iShares 20+ Year Treasury Bond ETF made up 1.42% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #22 holding.
Tru Independence Asset Management 2 first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 10 quarters since.
Tru Independence Asset Management 2's iShares 20+ Year Treasury Bond ETF position peaked at $2.54M in Q3 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.