A4 Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

A4 Wealth 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	–	Sell	-4,824	Closed	-$418K	–	113
2026 Q1	$418K	Buy	4,824 +1,598	+50%	+$140K	0.34%	56
2025 Q4	$281K	Buy	+3,226	New	+$288K	0.24%	81

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

A4 Wealth Advisors's TLT Position: Q2 2026 in Review

A4 Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 4,824 shares — an estimated $418K sold.

A4 Wealth Advisors first reported a position in TLT in Q4 2025 and held it in 2 quarters. The position peaked at $418K in Q1 2026. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

A4 Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
A4 Wealth Advisors sold 4,824 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $418K.
A4 Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
A4 Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $418K in Q1 2026.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.