Aprio Wealth Management
TLT icon

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
Q3 		– Sell
-6,308
Closed -$545K – 673
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

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Aprio Wealth Management's TLT Position: Q3 2026 in Review

Aprio Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 6,308 shares — an estimated $545K sold.

Aprio Wealth Management first reported a position in TLT in Q2 2023 and held it in 9 quarters. The position peaked at $6.56M in Q3 2023. 476 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Aprio Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 6,308 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $545K.
  • Aprio Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 9 quarters.
  • Aprio Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.56M in Q3 2023.
  • 476 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.