USA FINANCIAL FORMULAS’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

USA FINANCIAL FORMULAS’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	$2.42K	Buy	+28	New	+$2.4K	﹤0.01%	369

Other funds holding TLT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

USA FINANCIAL FORMULAS's TLT Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 28 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings.

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

USA FINANCIAL FORMULAS held 28 shares of iShares 20+ Year Treasury Bond ETF worth $2.42K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #369 holding.
527 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.