UW
TLT icon

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

Unique Wealth’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 		$930K Buy
10,756
+6,755
+169% +$580K 0.11% 97
2026
Q1 		$347K Buy
4,001
+1,186
+42% +$104K 0.05% 153
2025
Q4 		$245K Buy
2,815
+96
+4% +$8.58K 0.03% 170
2025
Q3 		$243K Buy
+2,719
New +$238K 0.04% 162
2025
Q2 		– Sell
-19,010
Closed -$1.73M – 177
2025
Q1 		$1.73M Buy
19,010
+4,174
+28% +$372K 0.33% 65
2024
Q4 		$1.3M Buy
14,836
+9,079
+158% +$836K 0.27% 63
2024
Q3 		$565K Buy
+5,757
New +$555K 0.13% 75

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Unique Wealth's TLT Position: Q2 2026 in Review

Unique Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 169% in Q2 2026, buying an estimated $580K and bringing the position to 10,756 shares worth $930K. The position accounts for 0.11% of the portfolio, ranked #97.

Unique Wealth first reported a position in TLT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2025. 401 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Unique Wealth held 10,756 shares of iShares 20+ Year Treasury Bond ETF worth $930K as of Q2 2026.
  • Unique Wealth bought 6,755 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $580K.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Unique Wealth's portfolio in Q2 2026, its #97 holding.
  • Unique Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Unique Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.73M in Q1 2025.
  • 401 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.