WFA of San Diego’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WFA of San Diego’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	–	Sell	-403	Closed	-$34.9K	–	351
2026 Q1	$34.9K	Sell	403 -116	-22%	-$10.2K	0.03%	209
2025 Q4	$45.2K	Hold	519	–	–	0.03%	202
2025 Q3	$46.4K	Hold	519	–	–	0.03%	209
2025 Q2	$45.8K	Buy	+519	New	+$45.3K	0.03%	212
2024 Q3	$58.9K	Hold	600	–	–	0.05%	170
2024 Q2	$55.1K	Buy	+600	New	+$54.7K	0.05%	170
2023 Q3	$53.2K	Hold	600	–	–	0.06%	163
2023 Q2	$61.8K	Buy	+600	New	+$62.2K	0.06%	153
2023 Q1	–	Sell	-600	Closed	-$59.7K	–	391
2022 Q4	$59.7K	Buy	+600	New	+$60.5K	0.05%	177

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

WFA of San Diego's TLT Position: Q2 2026 in Review

WFA of San Diego sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 403 shares — an estimated $34.9K sold.

WFA of San Diego first reported a position in TLT in Q4 2022 and held it in 9 quarters. The position peaked at $61.8K in Q2 2023. 1,050 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

WFA of San Diego reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 403 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $34.9K.
WFA of San Diego first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
WFA of San Diego's iShares 20+ Year Treasury Bond ETF position peaked at $61.8K in Q2 2023.
1,050 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.