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

Alterna 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
2026
Q2 		$1.37M Buy
+15,853
New +$1.36M 0.79% 37
2025
Q3 		– Sell
-2,280
Closed -$201K – 110
2025
Q2 		$201K Sell
2,280
-115
-5% -$10K 0.16% 101
2025
Q1 		$218K Sell
2,395
-4,029
-63% -$359K 0.17% 99
2024
Q4 		$561K Sell
6,424
-2,524
-28% -$232K 0.47% 48
2024
Q3 		$878K Sell
8,948
-166
-2% -$16K 0.79% 37
2024
Q2 		$836K Buy
9,114
+2,897
+47% +$264K 0.73% 38
2024
Q1 		$588K Sell
6,217
-1,517
-20% -$143K 0.48% 44
2023
Q4 		$765K Buy
7,734
+1,026
+15% +$92.7K 0.92% 34
2023
Q3 		$595K Buy
+6,708
New +$645K 0.76% 40
2023
Q1 		– Sell
-5,923
Closed -$591K – 128
2022
Q4 		$591K Buy
5,923
+2,156
+57% +$217K 0.66% 34
2022
Q3 		$386K Sell
3,767
-434
-10% -$48.9K 0.46% 49
2022
Q2 		$482K Sell
4,201
-5,410
-56% -$637K 0.49% 44
2022
Q1 		$1.27M Sell
9,611
-8,158
-46% -$1.13M 1.07% 23
2021
Q4 		$2.63M Buy
+17,769
New +$2.62M 2.19% 16
2020
Q4 		$1.16M Sell
7,351
-8,434
-53% -$1.34M 1.46% 21
2020
Q3 		$2.58M Sell
15,785
-9,118
-37% -$1.51M 3.73% 5
2020
Q2 		$4.08M Buy
24,903
+15,133
+155% +$2.49M 4.88% 3
2020
Q1 		$1.61M Buy
9,770
+550
+6% +$82K 2.33% 16
2019
Q4 		$1.25M Sell
9,220
-6,376
-41% -$887K 1.39% 23
2019
Q3 		$2.23M Buy
15,596
+4,795
+44% +$666K 2.64% 7
2019
Q2 		$1.44M Buy
+10,801
New +$1.37M 1.72% 18

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Alterna Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 15,853 shares worth $1.37M. The stake represents 0.79% of the portfolio and ranks #37 among its holdings. This is a return to the name: Alterna Wealth Management previously reported a position in TLT as recently as Q2 2025.

Alterna Wealth Management first reported a position in TLT in Q2 2019 and has held it in 21 quarters since. The position peaked at $4.08M in Q2 2020. 414 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Alterna Wealth Management held 15,853 shares of iShares 20+ Year Treasury Bond ETF worth $1.37M as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Alterna Wealth Management position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.79% of Alterna Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Alterna Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • Alterna Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.08M in Q2 2020.
  • 414 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.