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 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

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

WJ Interests's TLT Position: Q2 2026 in Review

WJ Interests increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q2 2026, buying an estimated $2.7M and bringing the position to 208,859 shares worth $18M. The position accounts for 6.96% of the portfolio, ranked #6.

WJ Interests first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

WJ Interests held 208,859 shares of iShares 20+ Year Treasury Bond ETF worth $18M as of Q2 2026.
WJ Interests bought 31,469 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.7M.
iShares 20+ Year Treasury Bond ETF made up 6.96% of WJ Interests's portfolio in Q2 2026, its #6 holding.
WJ Interests first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on WJ Interests's 13F filing for Q2 2026, filed 30 Jul 2026.