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
Q3 		$7.78K Buy
+100
New +$8.25K ﹤0.01% 752

Other funds holding TLT

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Avidian Wealth Enterprises's TLT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.2% in Q3 2026, buying an estimated $53K and bringing the position to 7,654 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #439.

Avidian Wealth Enterprises first reported a position in TLT in Q3 2016 and has held it in 25 quarters since. The position peaked at $16.4M in Q3 2016. 46 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Avidian Wealth Enterprises held 7,654 shares of iShares 20+ Year Treasury Bond ETF worth $595K as of Q3 2026.
  • Avidian Wealth Enterprises bought 643 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $53K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #439 holding.
  • Avidian Wealth Enterprises first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's iShares 20+ Year Treasury Bond ETF position peaked at $16.4M in Q3 2016.
  • 46 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.