UWS
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Unique Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Unique Wealth Strategies’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 		$3.42M Buy
39,615
+6,088
+18% +$523K 1.24% 19
2026
Q1 		$2.91M Buy
33,527
+2,340
+8% +$206K 1.18% 19
2025
Q4 		$2.72M Buy
31,187
+636
+2% +$56.9K 1.06% 20
2025
Q3 		$2.73M Buy
30,551
+648
+2% +$56.7K 1.06% 19
2025
Q2 		$2.64M Buy
29,903
+946
+3% +$82.5K 1.1% 20
2025
Q1 		$2.64M Sell
28,957
-229
-0.8% -$20.4K 1.2% 20
2024
Q4 		$2.55M Buy
29,186
+1,661
+6% +$153K 1.11% 22
2024
Q3 		$2.7M Buy
27,525
+4,154
+18% +$401K 1.14% 18
2024
Q2 		$2.21M Hold
23,371
– – 1.04% 19
2024
Q1 		$2.21M Buy
+23,371
New +$2.21M 1.08% 19

Other funds holding TLT

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Unique Wealth Strategies's TLT Position: Q2 2026 in Review

Unique Wealth Strategies increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q2 2026, buying an estimated $523K and bringing the position to 39,615 shares worth $3.42M. The position accounts for 1.24% of the portfolio, ranked #19.

Unique Wealth Strategies first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Unique Wealth Strategies held 39,615 shares of iShares 20+ Year Treasury Bond ETF worth $3.42M as of Q2 2026.
  • Unique Wealth Strategies bought 6,088 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $523K.
  • iShares 20+ Year Treasury Bond ETF made up 1.24% of Unique Wealth Strategies's portfolio in Q2 2026, its #19 holding.
  • Unique Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.