Wormser Freres Gestion’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wormser Freres Gestion’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	$354K	Buy	+4,149	New	+$356K	0.2%	27

Other funds holding TLT

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Wormser Freres Gestion's TLT Position: Q2 2026 in Review

Wormser Freres Gestion opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 4,149 shares worth $354K. The stake represents 0.2% of the portfolio and ranks #27 among its holdings.

208 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Wormser Freres Gestion held 4,149 shares of iShares 20+ Year Treasury Bond ETF worth $354K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Wormser Freres Gestion position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.2% of Wormser Freres Gestion's portfolio in Q2 2026, its #27 holding.
208 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.