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Willis Johnson & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Willis Johnson & Associates’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
Q1 		$27.6M Buy
318,426
+50,492
+19% +$4.44M 1.61% 14
2025
Q4 		$23.4M Buy
267,934
+31,890
+14% +$2.85M 1.44% 15
2025
Q3 		$21.1M Buy
236,044
+19,451
+9% +$1.7M 1.3% 18
2025
Q2 		$19.1M Buy
216,593
+11,955
+6% +$1.04M 1.3% 19
2025
Q1 		$18.6M Buy
204,638
+9,321
+5% +$830K 1.41% 18
2024
Q4 		$17.1M Buy
195,317
+32,634
+20% +$3M 1.31% 18
2024
Q3 		$16M Buy
162,683
+1,668
+1% +$161K 1.21% 20
2024
Q2 		$14.8M Buy
161,015
+9,534
+6% +$869K 1.21% 19
2024
Q1 		$14.3M Buy
151,481
+9,815
+7% +$928K 1.24% 19
2023
Q4 		$14M Buy
141,666
+9,984
+8% +$902K 1.28% 18
2023
Q3 		$11.7M Buy
131,682
+11,444
+10% +$1.1M 1.2% 18
2023
Q2 		$12.4M Buy
120,238
+46,533
+63% +$4.83M 1.32% 16
2023
Q1 		$7.84M Buy
73,705
+4,495
+6% +$470K 0.93% 22
2022
Q4 		$6.89M Buy
69,210
+9,790
+16% +$986K 0.9% 23
2022
Q3 		$6.09M Buy
59,420
+384
+0.7% +$43.2K 0.89% 24
2022
Q2 		$6.78M Buy
59,036
+12,102
+26% +$1.43M 0.95% 24
2022
Q1 		$6.2M Buy
46,934
+2,684
+6% +$370K 0.81% 22
2021
Q4 		$6.56M Buy
44,250
+6,056
+16% +$893K 0.85% 23
2021
Q3 		$5.51M Buy
38,194
+1,866
+5% +$277K 0.77% 27
2021
Q2 		$5.24M Buy
36,328
+1,885
+5% +$263K 0.74% 25
2021
Q1 		$4.67M Sell
34,443
-256
-0.7% -$37.1K 0.71% 26
2020
Q4 		$5.47M Buy
+34,699
New +$5.51M 0.91% 23

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Willis Johnson & Associates's TLT Position: Q1 2026 in Review

Willis Johnson & Associates increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 19% in Q1 2026, buying an estimated $4.44M and bringing the position to 318,426 shares worth $27.6M. The position accounts for 1.61% of the portfolio, ranked #14.

Willis Johnson & Associates first reported a position in TLT in Q4 2020 and has held it in 22 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Willis Johnson & Associates held 318,426 shares of iShares 20+ Year Treasury Bond ETF worth $27.6M as of Q1 2026.
  • Willis Johnson & Associates bought 50,492 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $4.44M.
  • iShares 20+ Year Treasury Bond ETF made up 1.61% of Willis Johnson & Associates's portfolio in Q1 2026, its #14 holding.
  • Willis Johnson & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.