Wedgewood Investors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wedgewood Investors’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	$378K	Hold	4,372	–	–	0.39%	63
2026 Q1	$379K	Hold	4,372	–	–	0.43%	59
2025 Q4	$381K	Hold	4,372	–	–	0.43%	61
2025 Q3	$391K	Sell	4,372 -241	-5%	-$21.1K	0.43%	60
2025 Q2	$407K	Hold	4,613	–	–	0.47%	55
2025 Q1	$420K	Sell	4,613 -178	-4%	-$15.8K	0.5%	52
2024 Q4	$418K	Hold	4,791	–	–	0.49%	54
2024 Q3	$470K	Sell	4,791 -450	-9%	-$43.4K	0.51%	49
2024 Q2	$481K	Buy	+5,241	New	+$478K	0.57%	48
2023 Q4	$529K	Buy	+5,346	New	+$483K	0.66%	45

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

Wedgewood Investors's TLT Position: Q2 2026 in Review

Wedgewood Investors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 4,372 shares worth $378K. The position accounts for 0.39% of the portfolio, ranked #63.

Wedgewood Investors first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $529K in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Wedgewood Investors held 4,372 shares of iShares 20+ Year Treasury Bond ETF worth $378K as of Q2 2026.
Wedgewood Investors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.39% of Wedgewood Investors's portfolio in Q2 2026, its #63 holding.
Wedgewood Investors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Wedgewood Investors's iShares 20+ Year Treasury Bond ETF position peaked at $529K in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.