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 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

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

Twele Capital Management's TLT Position: Q2 2026 in Review

Twele Capital Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 2,411 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #40 among its holdings. This is a return to the name: Twele Capital Management previously reported a position in TLT as recently as Q4 2015.

Twele Capital Management first reported a position in TLT in Q4 2013 and has held it in 10 quarters since. The position peaked at $996K in Q1 2015. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Twele Capital Management held 2,411 shares of iShares 20+ Year Treasury Bond ETF worth $208K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Twele Capital Management position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Twele Capital Management's portfolio in Q2 2026, its #40 holding.
Twele Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and has held it in 10 quarters since.
Twele Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $996K in Q1 2015.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.