AE Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

AE Wealth Management’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
2021 Q2	–	Sell	-210,000	Closed	-$1.87M	–	1680
2021 Q1	$1.87M	Buy	210,000 +202,300	+2,627%	+$29.3M	0.02%	586
2020 Q4	$18K	Sell	7,700 -22,700	-75%	-$3.6M	﹤0.01%	1341
2020 Q3	$8K	Buy	30,400 +29,900	+5,980%	+$4.96M	﹤0.01%	1263
2020 Q2	$1K	Buy	+500	New	+$82.3K	﹤0.01%	1253

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

AE Wealth Management's TLT Position: Q2 2026 in Review

AE Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 82% in Q2 2026, selling an estimated $39.2M and leaving 102,119 shares worth $8.83M. The position accounts for 0.04% of the portfolio, ranked #325.

AE Wealth Management first reported a position in TLT in Q1 2017 and has held it in 38 quarters since. The position peaked at $332M in Q3 2020. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

AE Wealth Management held 102,119 shares of iShares 20+ Year Treasury Bond ETF worth $8.83M as of Q2 2026.
AE Wealth Management sold 456,758 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $39.2M.
iShares 20+ Year Treasury Bond ETF made up 0.04% of AE Wealth Management's portfolio in Q2 2026, its #325 holding.
AE Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and has held it in 38 quarters since.
AE Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $332M in Q3 2020.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.