Atlantic Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Atlantic Private Wealth’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	$7.58K	Buy	88 +1	+1%	+$86	﹤0.01%	189
2026 Q1	$7.51K	Buy	87 +1	+1%	+$88	﹤0.01%	196
2025 Q4	$7.5K	Buy	86 +1	+1%	+$89	﹤0.01%	200
2025 Q3	$7.58K	Buy	85 +1	+1%	+$87	﹤0.01%	185
2025 Q2	$7.4K	Buy	84 +1	+1%	+$87	0.01%	185
2025 Q1	$7.55K	Buy	83 +1	+1%	+$89	0.01%	179
2024 Q4	$7.2K	Buy	82 +1	+1%	+$92	0.01%	170
2024 Q3	$7.97K	Buy	+81	New	+$7.81K	0.01%	156

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

Atlantic Private Wealth's TLT Position: Q2 2026 in Review

Atlantic Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, buying an estimated $86 and bringing the position to 88 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Atlantic Private Wealth first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.97K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Atlantic Private Wealth held 88 shares of iShares 20+ Year Treasury Bond ETF worth $7.58K as of Q2 2026.
Atlantic Private Wealth bought 1 iShares 20+ Year Treasury Bond ETF share in Q2 2026, an estimated $86.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #189 holding.
Atlantic Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Atlantic Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $7.97K in Q3 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.