U.S. Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

U.S. Wealth Group’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	$12.6M	Buy	145,874 +35,167	+32%	+$3.02M	7.55%	1
2026 Q1	$9.6M	Sell	110,707 -2,495	-2%	-$219K	6.49%	3
2025 Q4	$9.87M	Sell	113,202 -1,306	-1%	-$117K	6.5%	4
2025 Q3	$10.2M	Buy	114,508 +33,515	+41%	+$2.93M	6.69%	1
2025 Q2	$7.15M	Sell	80,993 -8,080	-9%	-$705K	5.57%	5
2025 Q1	$8.11M	Sell	89,073 -1,623	-2%	-$144K	6.43%	2
2024 Q4	$7.92M	Buy	+90,696	New	+$8.35M	5.99%	4

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

U.S. Wealth Group's TLT Position: Q2 2026 in Review

U.S. Wealth Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 32% in Q2 2026, buying an estimated $3.02M and bringing the position to 145,874 shares worth $12.6M. The position accounts for 7.55% of the portfolio, ranked #1.

U.S. Wealth Group first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

U.S. Wealth Group held 145,874 shares of iShares 20+ Year Treasury Bond ETF worth $12.6M as of Q2 2026.
U.S. Wealth Group bought 35,167 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.02M.
iShares 20+ Year Treasury Bond ETF made up 7.55% of U.S. Wealth Group's portfolio in Q2 2026, its #1 holding.
U.S. Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.