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

Aprio 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	$545K	Buy	6,308 +29	+0.5%	+$2.49K	0.03%	362
2026 Q1	$544K	Buy	6,279 +859	+16%	+$75.5K	0.03%	325
2025 Q4	$472K	Buy	+5,420	New	+$485K	0.03%	328
2025 Q3	–	Sell	-2,350	Closed	-$207K	–	459
2025 Q2	$207K	Sell	2,350 -489	-17%	-$42.6K	0.02%	379
2025 Q1	$258K	Buy	+2,839	New	+$253K	0.03%	300
2024 Q2	–	Sell	-8,416	Closed	-$796K	–	272
2024 Q1	$796K	Hold	8,416	–	–	0.16%	79
2023 Q4	$832K	Sell	8,416 -65,560	-89%	-$5.92M	0.19%	65
2023 Q3	$6.56M	Buy	73,976 +66,331	+868%	+$6.38M	1.8%	15
2023 Q2	$787K	Buy	+7,645	New	+$793K	0.22%	49

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

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

Aprio Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.46% in Q2 2026, buying an estimated $2.49K and bringing the position to 6,308 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #362.

Aprio Wealth Management first reported a position in TLT in Q2 2023 and has held it in 9 quarters since. The position peaked at $6.56M in Q3 2023. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Aprio Wealth Management held 6,308 shares of iShares 20+ Year Treasury Bond ETF worth $545K as of Q2 2026.
Aprio Wealth Management bought 29 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.49K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #362 holding.
Aprio Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
Aprio Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.56M in Q3 2023.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.