4A
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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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

4Wealth Advisors's TLT Position: Q2 2026 in Review

4Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.4% in Q2 2026, buying an estimated $127K and bringing the position to 21,286 shares worth $1.86M. The position accounts for 1.43% of the portfolio, ranked #17.

4Wealth Advisors first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q1 2025. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • 4Wealth Advisors held 21,286 shares of iShares 20+ Year Treasury Bond ETF worth $1.86M as of Q2 2026.
  • 4Wealth Advisors bought 1,474 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $127K.
  • iShares 20+ Year Treasury Bond ETF made up 1.43% of 4Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • 4Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.88M in Q1 2025.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.