Walkner Condon Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Walkner Condon Financial Advisors’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	$242K	Buy	2,799 +226	+9%	+$19.4K	0.03%	299
2026 Q1	$223K	Sell	2,573 -4	-0.2%	-$352	0.03%	293
2025 Q4	$225K	Hold	2,577	–	–	0.03%	285
2025 Q3	$230K	Sell	2,577 -62	-2%	-$5.42K	0.04%	267
2025 Q2	$233K	Sell	2,639 -14	-0.5%	-$1.22K	0.04%	251
2025 Q1	$242K	Hold	2,653	–	–	0.05%	233
2024 Q4	$232K	Sell	2,653 -33	-1%	-$3.04K	0.05%	250
2024 Q3	$263K	Buy	2,686 +34	+1%	+$3.28K	0.05%	226
2024 Q2	$243K	Sell	2,652 -132	-5%	-$12K	0.05%	225
2024 Q1	$263K	Sell	2,784 -279	-9%	-$26.4K	0.06%	228
2023 Q4	$303K	Buy	+3,063	New	+$277K	0.07%	209

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

Walkner Condon Financial Advisors's TLT Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.8% in Q2 2026, buying an estimated $19.4K and bringing the position to 2,799 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #299.

Walkner Condon Financial Advisors first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $303K in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Walkner Condon Financial Advisors held 2,799 shares of iShares 20+ Year Treasury Bond ETF worth $242K as of Q2 2026.
Walkner Condon Financial Advisors bought 226 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $19.4K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #299 holding.
Walkner Condon Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Walkner Condon Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $303K in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.