Werba Rubin Papier Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Werba Rubin Papier Wealth Management’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	$309K	Buy	3,571 +25	+0.7%	+$2.15K	0.04%	218
2026 Q1	$307K	Sell	3,546 -1,091	-24%	-$95.9K	0.04%	192
2025 Q4	$404K	Buy	4,637 +105	+2%	+$9.39K	0.11%	126
2025 Q3	$405K	Buy	4,532 +2,175	+92%	+$190K	0.07%	137
2025 Q2	$208K	Buy	+2,357	New	+$206K	0.04%	215

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

Werba Rubin Papier Wealth Management's TLT Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.71% in Q2 2026, buying an estimated $2.15K and bringing the position to 3,571 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #218.

Werba Rubin Papier Wealth Management first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $405K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Werba Rubin Papier Wealth Management held 3,571 shares of iShares 20+ Year Treasury Bond ETF worth $309K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 25 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.15K.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #218 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Werba Rubin Papier Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $405K in Q3 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.