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

Watershed Private 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	$281K	Hold	3,257	–	–	0.08%	108
2026 Q1	$282K	Sell	3,257 -376	-10%	-$33.1K	0.09%	100
2025 Q4	$317K	Buy	3,633 +1	+0%	+$89	0.1%	97
2025 Q3	$325K	Sell	3,632 -129	-3%	-$11.3K	0.1%	89
2025 Q2	$332K	Sell	3,761 -1,437	-28%	-$125K	0.12%	83
2025 Q1	$473K	Sell	5,198 -18,632	-78%	-$1.66M	0.19%	71
2024 Q4	$2.08M	Buy	23,830 +3,439	+17%	+$317K	0.81%	28
2024 Q3	$2M	Sell	20,391 -180	-0.9%	-$17.4K	0.8%	27
2024 Q2	$1.89M	Buy	20,571 +2,248	+12%	+$205K	0.8%	29
2024 Q1	$1.73M	Buy	+18,323	New	+$1.73M	0.77%	31

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

Watershed Private Wealth's TLT Position: Q2 2026 in Review

Watershed Private Wealth held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 3,257 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #108.

Watershed Private Wealth first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.08M in Q4 2024. 1,040 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Watershed Private Wealth held 3,257 shares of iShares 20+ Year Treasury Bond ETF worth $281K as of Q2 2026.
Watershed Private Wealth left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.08% of Watershed Private Wealth's portfolio in Q2 2026, its #108 holding.
Watershed Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Watershed Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $2.08M in Q4 2024.
1,040 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.