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

WJ Interests’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 Q3	$16.7M	Buy	214,163 +5,304	+3%	+$437K	6%	8
2026 Q2	$18M	Buy	208,859 +31,469	+18%	+$2.7M	6.96%	6
2026 Q1	$15.4M	Buy	177,390 +16,919	+11%	+$1.49M	5.91%	7
2025 Q4	$14M	Sell	160,471 -121	-0.1%	-$10.8K	6.02%	7
2025 Q3	$14.4M	Buy	+160,592	New	+$14M	5.8%	8

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WJ Interests's TLT Position: Q3 2026 in Review

WJ Interests increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.5% in Q3 2026, buying an estimated $437K and bringing the position to 214,163 shares worth $16.7M. The position accounts for 6% of the portfolio, ranked #8.

WJ Interests first reported a position in TLT in Q3 2025 and has held it in 5 quarters since. The position peaked at $18M in Q2 2026. 167 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

WJ Interests held 214,163 shares of iShares 20+ Year Treasury Bond ETF worth $16.7M as of Q3 2026.
WJ Interests bought 5,304 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $437K.
iShares 20+ Year Treasury Bond ETF made up 6% of WJ Interests's portfolio in Q3 2026, its #8 holding.
WJ Interests first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
WJ Interests's iShares 20+ Year Treasury Bond ETF position peaked at $18M in Q2 2026.
167 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on WJ Interests's 13F filing for Q3 2026, filed 14 Oct 2026.