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WJ Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WJ Financial Advisors’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 		$3.11M Buy
36,023
+1,656
+5% +$142K 2.29% 8
2026
Q1 		$2.98M Sell
34,367
-1,956
-5% -$172K 2.41% 9
2025
Q4 		$3.17M Sell
36,323
-182
-0.5% -$16.3K 2.82% 7
2025
Q3 		$3.26M Buy
+36,505
New +$3.19M 3.17% 7

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WJ Financial Advisors's TLT Position: Q2 2026 in Review

WJ Financial Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.8% in Q2 2026, buying an estimated $142K and bringing the position to 36,023 shares worth $3.11M. The position accounts for 2.29% of the portfolio, ranked #8.

WJ Financial Advisors first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.26M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • WJ Financial Advisors held 36,023 shares of iShares 20+ Year Treasury Bond ETF worth $3.11M as of Q2 2026.
  • WJ Financial Advisors bought 1,656 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $142K.
  • iShares 20+ Year Treasury Bond ETF made up 2.29% of WJ Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • WJ Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.26M in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.