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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 		$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
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.