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

Alteri Wealth’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 		$222K Sell
2,575
-46
-2% -$3.95K 0.06% 263
2026
Q1 		$227K Sell
2,621
-9,731
-79% -$856K 0.07% 259
2025
Q4 		$1.08M Buy
12,352
+17
+0.1% +$1.52K 0.35% 64
2025
Q3 		$1.1M Buy
12,335
+1,209
+11% +$106K 0.38% 63
2025
Q2 		$982K Buy
11,126
+478
+4% +$41.7K 0.38% 64
2025
Q1 		$969K Buy
10,648
+2,209
+26% +$197K 0.43% 58
2024
Q4 		$737K Buy
+8,439
New +$777K 0.2% 75

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

Alteri Wealth's TLT Position: Q2 2026 in Review

Alteri Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.8% in Q2 2026, selling an estimated $3.95K and leaving 2,575 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #263.

Alteri Wealth first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2025. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Alteri Wealth held 2,575 shares of iShares 20+ Year Treasury Bond ETF worth $222K as of Q2 2026.
  • Alteri Wealth sold 46 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.95K.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Alteri Wealth's portfolio in Q2 2026, its #263 holding.
  • Alteri Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.1M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.