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 Q2	$43.2K	Hold	500	–	–	﹤0.01%	1724
2026 Q1	$43.3K	Hold	500	–	–	﹤0.01%	1655
2025 Q4	$43.6K	Hold	500	–	–	﹤0.01%	1527
2025 Q3	$44.7K	Hold	500	–	–	﹤0.01%	1437
2025 Q2	$44.1K	Buy	+500	New	+$43.6K	﹤0.01%	1291

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

Arkadios Wealth Advisors's TLT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q2 2026, selling an estimated $1.68M and leaving 76,703 shares worth $6.63M. The position accounts for 0.1% of the portfolio, ranked #215.

Arkadios Wealth Advisors first reported a position in TLT in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.34M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Arkadios Wealth Advisors held 76,703 shares of iShares 20+ Year Treasury Bond ETF worth $6.63M as of Q2 2026.
Arkadios Wealth Advisors sold 19,554 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.68M.
iShares 20+ Year Treasury Bond ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #215 holding.
Arkadios Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
Arkadios Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $8.34M in Q1 2026.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.