Western Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Western 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	$279K	Sell	3,229 -804	-20%	-$69K	0.01%	852
2026 Q1	$350K	Sell	4,033 -147	-4%	-$12.9K	0.01%	747
2025 Q4	$364K	Buy	4,180 +1,354	+48%	+$121K	0.02%	603
2025 Q3	$253K	Sell	2,826 -53	-2%	-$4.64K	0.01%	657
2025 Q2	$254K	Sell	2,879 -295	-9%	-$25.7K	0.02%	610
2025 Q1	$289K	Sell	3,174 -23,585	-88%	-$2.1M	0.02%	541
2024 Q4	$2.34M	Buy	26,759 +2,298	+9%	+$212K	0.13%	171
2024 Q3	$2.4M	Buy	24,461 +12,168	+99%	+$1.17M	0.14%	154
2024 Q2	$1.13M	Sell	12,293 -477	-4%	-$43.5K	0.08%	211
2024 Q1	$1.21M	Sell	12,770 -14,040	-52%	-$1.33M	0.09%	202
2023 Q4	$2.65M	Buy	26,810 +3,600	+16%	+$325K	0.19%	110
2023 Q3	$2.06M	Buy	23,210 +10,504	+83%	+$1.01M	0.17%	121
2023 Q2	$1.31M	Buy	12,706 +10,653	+519%	+$1.11M	0.11%	194
2023 Q1	$218K	Buy	+2,053	New	+$215K	0.02%	589
2022 Q4	–	Sell	-3,172	Closed	-$326K	–	781
2022 Q3	$326K	Buy	3,172 +402	+15%	+$45.3K	0.02%	609
2022 Q2	$317K	Buy	2,770 +147	+6%	+$17.3K	0.02%	594
2022 Q1	$347K	Buy	+2,623	New	+$362K	0.02%	624
2021 Q2	$203K	Buy	+1,410	New	+$197K	0.02%	602
2021 Q1	–	Sell	-1,447	Closed	-$228K	–	540
2020 Q4	$228K	Sell	1,447 -402	-22%	-$63.8K	0.03%	419
2020 Q3	$302K	Buy	1,849 +93	+5%	+$15.4K	0.05%	333
2020 Q2	$288K	Buy	1,756 +476	+37%	+$78.4K	0.05%	323
2020 Q1	$209K	Sell	1,280 -362	-22%	-$54K	0.05%	332
2019 Q4	$222K	Sell	1,642 -230	-12%	-$32K	0.03%	370
2019 Q3	$268K	Buy	+1,872	New	+$260K	0.06%	313
2019 Q2	–	Sell	-1,977	Closed	-$249K	–	418
2019 Q1	$249K	Buy	+1,977	New	+$240K	0.06%	321

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

Western Wealth Management's TLT Position: Q2 2026 in Review

Western Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q2 2026, selling an estimated $69K and leaving 3,229 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #852.

Western Wealth Management first reported a position in TLT in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.65M in Q4 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Western Wealth Management held 3,229 shares of iShares 20+ Year Treasury Bond ETF worth $279K as of Q2 2026.
Western Wealth Management sold 804 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $69K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #852 holding.
Western Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 25 quarters since.
Western Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.65M in Q4 2023.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.