World Equity Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

World Equity Group’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	$245K	Buy	+2,830	New	+$243K	0.05%	339
2025 Q2	–	Sell	-3,852	Closed	-$351K	–	351
2025 Q1	$351K	Buy	3,852 +1,392	+57%	+$124K	0.1%	200
2024 Q4	$215K	Buy	+2,460	New	+$226K	0.05%	336
2024 Q2	–	Sell	-3,290	Closed	-$311K	–	318
2024 Q1	$311K	Sell	3,290 -2,812	-46%	-$266K	0.06%	244
2023 Q4	$595K	Sell	6,102 -1,922	-24%	-$174K	0.12%	174
2023 Q3	$712K	Buy	8,024 +4,247	+112%	+$408K	0.15%	159
2023 Q2	$389K	Sell	3,777 -12,984	-77%	-$1.35M	0.11%	218
2023 Q1	$956K	Buy	16,761 +11,303	+207%	+$1.18M	0.14%	170
2022 Q4	$543K	Buy	5,458 +753	+16%	+$75.9K	0.13%	166
2022 Q3	$482K	Buy	4,705 +824	+21%	+$92.8K	0.12%	167
2022 Q2	$446K	Buy	3,881 +685	+21%	+$80.7K	0.11%	199
2022 Q1	$422K	Buy	+3,196	New	+$441K	0.09%	227

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

World Equity Group's TLT Position: Q2 2026 in Review

World Equity Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 2,830 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #339 among its holdings. This is a return to the name: World Equity Group previously reported a position in TLT as recently as Q1 2025.

World Equity Group first reported a position in TLT in Q1 2022 and has held it in 12 quarters since. The position peaked at $956K in Q1 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

World Equity Group held 2,830 shares of iShares 20+ Year Treasury Bond ETF worth $245K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new World Equity Group position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.05% of World Equity Group's portfolio in Q2 2026, its #339 holding.
World Equity Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
World Equity Group's iShares 20+ Year Treasury Bond ETF position peaked at $956K in Q1 2023.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.