Avid Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Avid Wealth Partners’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	–	Sell	-6,155	Closed	-$534K	–	86
2026 Q1	$534K	Buy	6,155 +158	+3%	+$13.9K	0.25%	42
2025 Q4	$523K	Sell	5,997 -1,616	-21%	-$144K	0.26%	42
2025 Q3	$680K	Sell	7,613 -311	-4%	-$27.2K	0.34%	32
2025 Q2	$699K	Buy	7,924 +4,865	+159%	+$424K	0.4%	29
2025 Q1	$278K	Sell	3,059 -1,004	-25%	-$89.4K	0.19%	43
2024 Q4	$355K	Sell	4,063 -863	-18%	-$79.4K	0.25%	34
2024 Q3	$483K	Sell	4,926 -4,699	-49%	-$453K	0.34%	28
2024 Q2	$883K	Sell	9,625 -3,274	-25%	-$298K	0.69%	23
2024 Q1	$1.22M	Sell	12,899 -40,507	-76%	-$3.83M	0.98%	22
2023 Q4	$5.28M	Buy	+53,406	New	+$4.83M	5.23%	9

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

Avid Wealth Partners's TLT Position: Q2 2026 in Review

Avid Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 6,155 shares — an estimated $534K sold.

Avid Wealth Partners first reported a position in TLT in Q4 2023 and held it in 10 quarters. The position peaked at $5.28M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Avid Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Avid Wealth Partners sold 6,155 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $534K.
Avid Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
Avid Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $5.28M in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.