UFF
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USA Financial Formulas’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

USA Financial Formulas’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 		$2.42K Buy
28
+11
+65% +$945 ﹤0.01% 369
2026
Q1 		$1.47K Buy
+17
New +$1.5K ﹤0.01% 327

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

USA Financial Formulas's TLT Position: Q2 2026 in Review

USA Financial Formulas increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 65% in Q2 2026, buying an estimated $945 and bringing the position to 28 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

USA Financial Formulas first reported a position in TLT in Q1 2026 and has held it in 2 quarters since. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • USA Financial Formulas held 28 shares of iShares 20+ Year Treasury Bond ETF worth $2.42K as of Q2 2026.
  • USA Financial Formulas bought 11 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $945.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #369 holding.
  • USA Financial Formulas first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.