AWE
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Avidian Wealth Enterprises’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Avidian Wealth Enterprises’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 		$606K Buy
7,011
+7
+0.1% +$601 0.02% 429
2026
Q1 		$607K Buy
7,004
+5
+0.1% +$440 0.02% 398
2025
Q4 		$610K Sell
6,999
-1,264
-15% -$113K 0.02% 331
2025
Q3 		$738K Buy
8,263
+4,238
+105% +$371K 0.03% 282
2025
Q2 		$355K Sell
4,025
-1,157
-22% -$101K 0.01% 406
2025
Q1 		$472K Sell
5,182
-6,020
-54% -$536K 0.02% 316
2024
Q4 		$978K Buy
11,202
+1,343
+14% +$124K 0.04% 192
2024
Q3 		$967K Sell
9,859
-1,653
-14% -$159K 0.04% 196
2024
Q2 		$1.06M Sell
11,512
-2,658
-19% -$242K 0.04% 178
2024
Q1 		$1.34M Sell
14,170
-8,819
-38% -$834K 0.07% 135
2023
Q4 		$2.27M Buy
22,989
+6,346
+38% +$573K 0.14% 100
2023
Q3 		$1.48M Buy
16,643
+12,669
+319% +$1.22M 0.1% 124
2023
Q2 		$409K Buy
3,974
+517
+15% +$53.6K 0.03% 299
2023
Q1 		$368K Sell
3,457
-4,110
-54% -$430K 0.02% 351
2022
Q4 		$753K Buy
+7,567
New +$762K 0.05% 215
2022
Q3 		– Sell
-3,325
Closed -$382K – 466
2022
Q2 		$382K Buy
3,325
+1,745
+110% +$205K 0.03% 309
2022
Q1 		$209K Buy
+1,580
New +$218K 0.01% 458
2021
Q1 		– Sell
-2,788
Closed -$440K – 404
2020
Q4 		$440K Buy
2,788
+901
+48% +$143K 0.04% 205
2020
Q3 		$308K Buy
1,887
+198
+12% +$32.8K 0.03% 213
2020
Q2 		$277K Sell
1,689
-616
-27% -$101K 0.04% 206
2020
Q1 		$380K Buy
2,305
+111
+5% +$16.5K 0.06% 128
2019
Q4 		$297K Buy
2,194
+135
+7% +$18.8K 0.04% 179
2019
Q3 		$295K Buy
+2,059
New +$286K 0.05% 150
2016
Q4 		– Sell
-119,263
Closed -$16.4M – 98
2016
Q3 		$16.4M Buy
+119,263
New +$16.6M 6.65% 5

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

Avidian Wealth Enterprises's TLT Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.1% in Q2 2026, buying an estimated $601 and bringing the position to 7,011 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #429.

Avidian Wealth Enterprises first reported a position in TLT in Q3 2016 and has held it in 24 quarters since. The position peaked at $16.4M in Q3 2016. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Avidian Wealth Enterprises held 7,011 shares of iShares 20+ Year Treasury Bond ETF worth $606K as of Q2 2026.
  • Avidian Wealth Enterprises bought 7 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $601.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #429 holding.
  • Avidian Wealth Enterprises first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's iShares 20+ Year Treasury Bond ETF position peaked at $16.4M in Q3 2016.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.