Twin Peaks Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Twin Peaks Wealth Advisors’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	$253K	Buy	2,932 +1,748	+148%	+$150K	0.06%	188
2026 Q1	$103K	Buy	+1,184	New	+$104K	0.03%	288
2025 Q3	–	Sell	-1,219	Closed	-$106K	–	1937
2025 Q2	$106K	Buy	+1,219	New	+$106K	0.03%	228
2025 Q1	–	Sell	-10,154	Closed	-$887K	–	150
2024 Q4	$887K	Buy	10,154 +1,266	+14%	+$117K	0.37%	60
2024 Q3	$872K	Sell	8,888 -729	-8%	-$70.3K	0.4%	51
2024 Q2	$883K	Buy	9,617 +1,510	+19%	+$138K	0.44%	50
2024 Q1	$767K	Buy	8,107 +775	+11%	+$73.3K	0.43%	49
2023 Q4	$725K	Buy	+7,332	New	+$662K	0.46%	45

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

Twin Peaks Wealth Advisors's TLT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 148% in Q2 2026, buying an estimated $150K and bringing the position to 2,932 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #188.

Twin Peaks Wealth Advisors first reported a position in TLT in Q4 2023 and has held it in 8 quarters since. The position peaked at $887K in Q4 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Twin Peaks Wealth Advisors held 2,932 shares of iShares 20+ Year Treasury Bond ETF worth $253K as of Q2 2026.
Twin Peaks Wealth Advisors bought 1,748 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $150K.
iShares 20+ Year Treasury Bond ETF made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #188 holding.
Twin Peaks Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Twin Peaks Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $887K in Q4 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.