Twele Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Twele Capital 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 Q3	–	Sell	-2,411	Closed	-$208K	–	40
2026 Q2	$208K	Buy	+2,411	New	+$207K	0.03%	40
2016 Q1	–	Sell	-3,624	Closed	-$437K	–	51
2015 Q4	$437K	Hold	3,624	–	–	0.13%	42
2015 Q3	$448K	Sell	3,624 -4,000	-52%	-$485K	0.13%	51
2015 Q2	$896K	Hold	7,624	–	–	0.25%	46
2015 Q1	$996K	Hold	7,624	–	–	0.28%	45
2014 Q4	$960K	Hold	7,624	–	–	0.28%	45
2014 Q3	$886K	Hold	7,624	–	–	0.26%	45
2014 Q2	$865K	Hold	7,624	–	–	0.26%	45
2014 Q1	$832K	Buy	7,624 +5,174	+211%	+$552K	0.25%	47
2013 Q4	$250K	Buy	+2,450	New	+$257K	0.08%	61

Other funds holding TLT

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Twele Capital Management's TLT Position: Q3 2026 in Review

Twele Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 2,411 shares — an estimated $208K sold.

Twele Capital Management first reported a position in TLT in Q4 2013 and held it in 10 quarters. The position peaked at $996K in Q1 2015. 360 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Twele Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Twele Capital Management sold 2,411 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $208K.
Twele Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and held it in 10 quarters.
Twele Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $996K in Q1 2015.
360 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Twele Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.