WMA
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West Michigan Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

West Michigan Advisors’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 		$1.33M Hold
15,318
– – 0.29% 84
2026
Q1 		$1.33M Buy
15,318
+1,881
+14% +$165K 0.29% 84
2025
Q4 		$1.17M Buy
13,437
+8,332
+163% +$745K 0.27% 89
2025
Q3 		$456K Buy
+5,105
New +$447K 0.11% 155

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 Michigan Advisors's TLT Position: Q2 2026 in Review

West Michigan Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 15,318 shares worth $1.33M. The position accounts for 0.29% of the portfolio, ranked #84.

West Michigan Advisors first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • West Michigan Advisors held 15,318 shares of iShares 20+ Year Treasury Bond ETF worth $1.33M as of Q2 2026.
  • West Michigan Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.29% of West Michigan Advisors's portfolio in Q2 2026, its #84 holding.
  • West Michigan Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.