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West Branch Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

West Branch Capital’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 		$18.4K Buy
213
+3
+1% +$258 ﹤0.01% 196
2026
Q1 		$18.2K Buy
210
+1
+0.5% +$88 ﹤0.01% 187
2025
Q4 		$18.2K Buy
209
+3
+1% +$268 ﹤0.01% 199
2025
Q3 		$18.4K Buy
206
+2
+1% +$175 ﹤0.01% 210
2025
Q2 		$18K Buy
204
+3
+1% +$262 0.01% 215
2025
Q1 		$18.3K Sell
201
-216
-52% -$19.2K 0.01% 236
2024
Q4 		$36.4K Buy
417
+203
+95% +$18.7K 0.01% 176
2024
Q3 		$21K Buy
214
+2
+0.9% +$193 0.01% 220
2024
Q2 		$19.4K Buy
212
+2
+1% +$182 0.01% 225
2024
Q1 		$19.8K Buy
210
+2
+1% +$189 0.01% 228
2023
Q4 		$20.6K Sell
208
-319
-61% -$28.8K 0.01% 218
2023
Q3 		$46.7K Buy
527
+5
+1% +$481 0.02% 167
2023
Q2 		$53.8K Buy
522
+4
+0.8% +$415 0.03% 159
2023
Q1 		$55.1K Buy
518
+2
+0.4% +$209 0.03% 159
2022
Q4 		$51.4K Buy
516
+54
+12% +$5.44K 0.03% 162
2022
Q3 		$47K Buy
462
+2
+0.4% +$225 0.03% 167
2022
Q2 		$53K Buy
460
+52
+13% +$6.12K 0.03% 165
2022
Q1 		$54K Hold
408
– – 0.03% 182
2021
Q4 		$60K Buy
408
+2
+0.5% +$295 0.03% 190
2021
Q3 		$59K Buy
406
+1
+0.2% +$148 0.03% 182
2021
Q2 		$58K Buy
+405
New +$56.5K 0.03% 186
2020
Q4 		– Sell
-1,256
Closed -$205K – 93
2020
Q3 		$205K Buy
1,256
+4
+0.3% +$663 0.13% 83
2020
Q2 		$205K Buy
+1,252
New +$206K 0.14% 82

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

West Branch Capital's TLT Position: Q2 2026 in Review

West Branch Capital increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.4% in Q2 2026, buying an estimated $258 and bringing the position to 213 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

West Branch Capital first reported a position in TLT in Q2 2020 and has held it in 23 quarters since. The position peaked at $205K in Q3 2020. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • West Branch Capital held 213 shares of iShares 20+ Year Treasury Bond ETF worth $18.4K as of Q2 2026.
  • West Branch Capital bought 3 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $258.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #196 holding.
  • West Branch Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • West Branch Capital's iShares 20+ Year Treasury Bond ETF position peaked at $205K in Q3 2020.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.