WAU
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Wellington-Altus USA’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wellington-Altus USA’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 		$608K Hold
7,011
– – 0.43% 51
2026
Q1 		$606K Buy
7,011
+900
+15% +$79.1K 0.36% 66
2025
Q4 		$533K Buy
+6,111
New +$546K 0.39% 59

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

Wellington-Altus USA's TLT Position: Q2 2026 in Review

Wellington-Altus USA held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 7,011 shares worth $608K. The position accounts for 0.43% of the portfolio, ranked #51.

Wellington-Altus USA first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Wellington-Altus USA held 7,011 shares of iShares 20+ Year Treasury Bond ETF worth $608K as of Q2 2026.
  • Wellington-Altus USA left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.43% of Wellington-Altus USA's portfolio in Q2 2026, its #51 holding.
  • Wellington-Altus USA first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.