4Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

4Wealth 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 Q3	$2.31M	Buy	29,571 +8,285	+39%	+$683K	1.6%	13
2026 Q2	$1.86M	Buy	21,286 +1,474	+7%	+$127K	1.43%	17
2026 Q1	$1.72M	Sell	19,812 -663	-3%	-$58.3K	1.47%	16
2025 Q4	$1.78M	Buy	20,475 +600	+3%	+$53.6K	1.52%	15
2025 Q3	$1.78M	Buy	19,875 +2,340	+13%	+$205K	1.59%	14
2025 Q2	$1.55M	Sell	17,535 -3,162	-15%	-$276K	1.57%	15
2025 Q1	$1.88M	Buy	20,697 +6,486	+46%	+$577K	2.05%	11
2024 Q4	$1.24M	Buy	+14,211	New	+$1.31M	1.24%	21

Other funds holding TLT

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

4Wealth Advisors's TLT Position: Q3 2026 in Review

4Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 39% in Q3 2026, buying an estimated $683K and bringing the position to 29,571 shares worth $2.31M. The position accounts for 1.6% of the portfolio, ranked #13.

4Wealth Advisors first reported a position in TLT in Q4 2024 and has held it in 8 quarters since. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

4Wealth Advisors held 29,571 shares of iShares 20+ Year Treasury Bond ETF worth $2.31M as of Q3 2026.
4Wealth Advisors bought 8,285 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $683K.
iShares 20+ Year Treasury Bond ETF made up 1.6% of 4Wealth Advisors's portfolio in Q3 2026, its #13 holding.
4Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.