APW
TLT icon

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

Aventura 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 		$5.53K Hold
64
– – ﹤0.01% 686
2026
Q1 		$5.55K Hold
64
– – ﹤0.01% 644
2025
Q4 		$5.58K Hold
64
– – ﹤0.01% 591
2025
Q3 		$5.72K Hold
64
– – ﹤0.01% 573
2025
Q2 		$5.65K Hold
64
– – ﹤0.01% 529
2025
Q1 		$5.83K Hold
64
– – ﹤0.01% 515
2024
Q4 		$5.59K Buy
+64
New +$5.89K ﹤0.01% 499

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Aventura Private Wealth held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 64 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Aventura Private Wealth first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.83K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Aventura Private Wealth held 64 shares of iShares 20+ Year Treasury Bond ETF worth $5.53K as of Q2 2026.
  • Aventura Private Wealth left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #686 holding.
  • Aventura Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $5.83K in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.