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

Arkadios Wealth Advisors’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
Q1 		$8.34M Buy
96,257
+16,513
+21% +$1.45M 0.14% 177
2025
Q4 		$6.95M Buy
79,744
+3,790
+5% +$339K 0.13% 165
2025
Q3 		$6.79M Buy
75,954
+19,002
+33% +$1.66M 0.16% 141
2025
Q2 		$5.03M Buy
56,952
+10,378
+22% +$905K 0.15% 157
2025
Q1 		$4.24M Sell
46,574
-1,885
-4% -$168K 0.16% 145
2024
Q4 		$4.23M Buy
48,459
+4,086
+9% +$376K 0.23% 94
2024
Q3 		$4.35M Buy
44,373
+13,490
+44% +$1.3M 0.25% 91
2024
Q2 		$2.83M Buy
30,883
+19,245
+165% +$1.75M 0.19% 109
2024
Q1 		$1.1M Buy
11,638
+2,303
+25% +$218K 0.09% 222
2023
Q4 		$923K Sell
9,335
-8,209
-47% -$742K 0.08% 241
2023
Q3 		$1.56M Buy
17,544
+10,426
+146% +$1M 0.15% 153
2023
Q2 		$733K Buy
7,118
+4,440
+166% +$461K 0.09% 232
2023
Q1 		$285K Buy
2,678
+443
+20% +$46.4K 0.03% 450
2022
Q4 		$222K Buy
2,235
+190
+9% +$19.1K 0.03% 494
2022
Q3 		$209K Sell
2,045
-1,542
-43% -$174K 0.03% 479
2022
Q2 		$412K Sell
3,587
-4,028
-53% -$474K 0.06% 327
2022
Q1 		$1.01M Sell
7,615
-2,071
-21% -$286K 0.13% 187
2021
Q4 		$1.44M Buy
9,686
+655
+7% +$96.5K 0.19% 128
2021
Q3 		$1.3M Sell
9,031
-12,443
-58% -$1.85M 0.19% 127
2021
Q2 		$3.1M Buy
21,474
+18,774
+695% +$2.62M 0.38% 65
2021
Q1 		$365K Buy
2,700
+2,203
+443% +$319K 0.06% 309
2020
Q4 		$78K Sell
497
-279
-36% -$44.3K 0.02% 476
2020
Q3 		$125K Buy
+776
New +$129K 0.06% 255
2020
Q2 		– Sell
-20
Closed -$3.3K – 1141
2020
Q1 		$3.3K Sell
20
-15,581
-100% -$2.32M ﹤0.01% 855
2019
Q4 		$2.25M Buy
+15,601
New +$2.17M 1.34% 16

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's TLT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 21% in Q1 2026, buying an estimated $1.45M and bringing the position to 96,257 shares worth $8.34M. The position accounts for 0.14% of the portfolio, ranked #177.

Arkadios Wealth Advisors first reported a position in TLT in Q4 2019 and has held it in 25 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Arkadios Wealth Advisors held 96,257 shares of iShares 20+ Year Treasury Bond ETF worth $8.34M as of Q1 2026.
  • Arkadios Wealth Advisors bought 16,513 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.45M.
  • iShares 20+ Year Treasury Bond ETF made up 0.14% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #177 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.