Winch Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Winch Advisory Services’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	$21.5K	Buy	249 +3	+1%	+$258	﹤0.01%	256
2026 Q1	$21.3K	Buy	246 +2	+0.8%	+$176	﹤0.01%	241
2025 Q4	$21.3K	Buy	244 +3	+1%	+$268	﹤0.01%	240
2025 Q3	$21.5K	Buy	241 +3	+1%	+$262	﹤0.01%	237
2025 Q2	$21K	Buy	238 +3	+1%	+$262	0.01%	233
2025 Q1	$21.4K	Buy	235 +1	+0.4%	+$89	0.01%	221
2024 Q4	$20.4K	Buy	+234	New	+$21.5K	0.01%	229
2021 Q1	–	Sell	-32	Closed	-$5K	–	469
2020 Q4	$5K	Hold	32	–	–	﹤0.01%	305
2020 Q3	$5K	Hold	32	–	–	﹤0.01%	264
2020 Q2	$5K	Hold	32	–	–	﹤0.01%	263
2020 Q1	$5K	Buy	+32	New	+$4.77K	﹤0.01%	230

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

Winch Advisory Services's TLT Position: Q2 2026 in Review

Winch Advisory Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.2% in Q2 2026, buying an estimated $258 and bringing the position to 249 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Winch Advisory Services first reported a position in TLT in Q1 2020 and has held it in 11 quarters since. The position peaked at $21.5K in Q3 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Winch Advisory Services held 249 shares of iShares 20+ Year Treasury Bond ETF worth $21.5K as of Q2 2026.
Winch Advisory Services bought 3 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $258.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #256 holding.
Winch Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 11 quarters since.
Winch Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $21.5K in Q3 2025.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.