RWML
TLT icon

RAFFA WEALTH MANAGEMENT, LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$24.8K Hold
287
– – ﹤0.01% 250
2026
Q1 		$24.9K Hold
287
– – ﹤0.01% 240
2025
Q4 		$25K Hold
287
– – ﹤0.01% 239
2025
Q3 		$25.6K Hold
287
– – ﹤0.01% 225
2025
Q2 		$25.3K Sell
287
-281
-49% -$24.5K 0.01% 239
2025
Q1 		$51.7K Hold
568
– – 0.01% 145
2024
Q4 		$49.6K Buy
568
+281
+98% +$25.9K 0.01% 149
2024
Q3 		$28.2K Hold
287
– – 0.01% 190
2024
Q2 		$26.3K Hold
287
– – 0.01% 268
2024
Q1 		$27.2K Hold
287
– – 0.01% 251
2023
Q4 		$28.4K Hold
287
– – 0.01% 173
2023
Q3 		$25.5K Hold
287
– – 0.01% 174
2023
Q2 		$29.5K Hold
287
– – 0.01% 165
2023
Q1 		$30.5K Sell
287
-257
-47% -$26.9K 0.01% 178
2022
Q4 		$54.2K Buy
544
+3
+0.6% +$302 0.02% 131
2022
Q3 		$55.4K Buy
541
+2
+0.4% +$225 0.02% 126
2022
Q2 		$61.9K Sell
539
-10
-2% -$1.18K 0.03% 124
2022
Q1 		$72.5K Buy
549
+227
+70% +$31.3K 0.03% 114
2021
Q4 		$47.7K Buy
+322
New +$47.5K 0.02% 159
2020
Q1 		– Sell
-309
Closed -$41.9K – 884
2019
Q4 		$41.9K Hold
309
– – 0.01% 143
2019
Q3 		$44.2K Buy
+309
New +$42.9K 0.02% 136
2018
Q1 		– Sell
-1,000
Closed -$127K – 720
2017
Q4 		$127K Buy
+1,000
New +$126K 0.05% 92
2014
Q3 		– Sell
-13
Closed -$1.48K – 759
2014
Q2 		$1.48K Buy
+13
New +$1.45K ﹤0.01% 232

Other funds holding TLT

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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM

RAFFA WEALTH MANAGEMENT, LLC's TLT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 287 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TLT in Q2 2014 and has held it in 23 quarters since. The position peaked at $127K in Q4 2017. 325 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 287 shares of iShares 20+ Year Treasury Bond ETF worth $24.8K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #250 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2014 and has held it in 23 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares 20+ Year Treasury Bond ETF position peaked at $127K in Q4 2017.
  • 325 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.