WhitTier Trust Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WhitTier Trust Company’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	$17.8K	Buy	210 +112	+114%	+$9.62K	﹤0.01%	955
2026 Q1	$8.49K	Sell	98 -830	-89%	-$73K	﹤0.01%	1069
2025 Q4	$81K	Hold	928	–	–	﹤0.01%	619
2025 Q3	$82.9K	Hold	928	–	–	﹤0.01%	594
2025 Q2	$81.9K	Sell	928 -155	-14%	-$13.5K	﹤0.01%	670
2025 Q1	$98.6K	Buy	+1,083	New	+$96.4K	﹤0.01%	625
2023 Q2	–	Sell	-246	Closed	-$26.2K	–	1188
2023 Q1	$26.2K	Buy	+246	New	+$25.7K	﹤0.01%	793
2013 Q4	–	Sell	-60	Closed	-$6K	–	892
2013 Q3	$6K	Hold	60	–	–	﹤0.01%	804
2013 Q2	$7K	Buy	+60	New	+$7.05K	﹤0.01%	792

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

WhitTier Trust Company's TLT Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 114% in Q2 2026, buying an estimated $9.62K and bringing the position to 210 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

WhitTier Trust Company first reported a position in TLT in Q2 2013 and has held it in 9 quarters since. The position peaked at $98.6K in Q1 2025. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

WhitTier Trust Company held 210 shares of iShares 20+ Year Treasury Bond ETF worth $17.8K as of Q2 2026.
WhitTier Trust Company bought 112 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.62K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #955 holding.
WhitTier Trust Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 9 quarters since.
WhitTier Trust Company's iShares 20+ Year Treasury Bond ETF position peaked at $98.6K in Q1 2025.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.