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Axxcess Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Axxcess Wealth Management’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 		$10.1M Buy
117,252
+5,332
+5% +$458K 0.16% 132
2026
Q1 		$9.7M Buy
111,920
+1,373
+1% +$121K 0.31% 74
2025
Q4 		$9.64M Sell
110,547
-7,447
-6% -$666K 0.17% 121
2025
Q3 		$10.5M Buy
117,994
+13,810
+13% +$1.21M 0.22% 83
2025
Q2 		$9.19M Buy
104,184
+21,999
+27% +$1.92M 0.22% 89
2025
Q1 		$7.48M Buy
82,185
+7,570
+10% +$674K 0.2% 96
2024
Q4 		$6.52M Sell
74,615
-27,178
-27% -$2.5M 0.16% 116
2024
Q3 		$9.99M Buy
101,793
+46,034
+83% +$4.44M 0.25% 72
2024
Q2 		$5.12M Sell
55,759
-408
-0.7% -$37.2K 0.14% 136
2024
Q1 		$5.31M Sell
56,167
-1,828
-3% -$173K 0.15% 124
2023
Q4 		$5.73M Sell
57,995
-7,544
-12% -$682K 0.17% 119
2023
Q3 		$5.81M Sell
65,539
-80,351
-55% -$7.72M 0.2% 100
2023
Q2 		$15M Buy
145,890
+39,680
+37% +$4.12M 1.09% 15
2023
Q1 		$11.3M Buy
106,210
+85,595
+415% +$8.96M 0.85% 18
2022
Q4 		$2.05M Sell
20,615
-293
-1% -$29.5K 0.17% 123
2022
Q3 		$2.14M Sell
20,908
-1,863
-8% -$210K 0.2% 98
2022
Q2 		$2.62M Buy
+22,771
New +$2.68M 0.24% 89
2022
Q1 		– Sell
-38,278
Closed -$5.28M – 705
2021
Q4 		$5.67M Buy
+38,278
New +$5.64M 0.41% 52

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Axxcess Wealth Management's TLT Position: Q2 2026 in Review

Axxcess Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.8% in Q2 2026, buying an estimated $458K and bringing the position to 117,252 shares worth $10.1M. The position accounts for 0.16% of the portfolio, ranked #132.

Axxcess Wealth Management first reported a position in TLT in Q4 2021 and has held it in 18 quarters since. The position peaked at $15M in Q2 2023. 483 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Axxcess Wealth Management held 117,252 shares of iShares 20+ Year Treasury Bond ETF worth $10.1M as of Q2 2026.
  • Axxcess Wealth Management bought 5,332 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $458K.
  • iShares 20+ Year Treasury Bond ETF made up 0.16% of Axxcess Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Axxcess Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $15M in Q2 2023.
  • 483 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.