BRWA
TLT icon

B. Riley Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

B. Riley Wealth Advisors’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 		$425K Sell
4,861
-118
-2% -$10.1K 0.02% 516
2026
Q1 		$432K Sell
4,979
-1,203
-19% -$106K 0.03% 474
2025
Q4 		$539K Sell
6,182
-713
-10% -$63.8K 0.02% 489
2025
Q3 		$616K Sell
6,895
-1,009
-13% -$88.3K 0.03% 470
2025
Q2 		$698K Buy
+7,904
New +$689K 0.03% 428
2024
Q4 		$2.1M Sell
24,019
-54,395
-69% -$5.01M 0.07% 270
2024
Q3 		$7.64M Buy
78,414
+19,395
+33% +$1.87M 0.21% 104
2024
Q2 		$5.42M Sell
59,019
-8,695
-13% -$792K 0.14% 155
2024
Q1 		$6.01M Sell
67,714
-64,182
-49% -$6.07M 0.16% 138
2023
Q4 		$13M Buy
131,896
+64,182
+95% +$5.8M 0.35% 51
2023
Q3 		$6.01M Buy
67,714
+52,985
+360% +$5.09M 0.16% 138
2023
Q2 		$1.52M Sell
14,729
-15,617
-51% -$1.62M 0.03% 446
2023
Q1 		$3.23M Buy
30,346
+18,362
+153% +$1.92M 0.09% 232
2022
Q4 		$1.19M Buy
11,984
+8,019
+202% +$808K 0.03% 475
2022
Q3 		$408K Sell
3,965
-14,193
-78% -$1.6M 0.01% 849
2022
Q2 		$2.09M Buy
18,158
+14,148
+353% +$1.67M 0.09% 238
2022
Q1 		$531K Sell
4,010
-2,749
-41% -$379K 0.02% 718
2021
Q4 		$1M Buy
6,759
+1,335
+25% +$197K 0.03% 533
2021
Q3 		$783K Sell
5,424
-2,101
-28% -$312K 0.02% 601
2021
Q2 		$1.09M Sell
7,525
-540
-7% -$75.3K 0.04% 488
2021
Q1 		$1.09M Sell
8,065
-9,496
-54% -$1.38M 0.04% 451
2020
Q4 		$2.77M Buy
17,561
+2,748
+19% +$436K 0.15% 157
2020
Q3 		$2.42M Sell
14,813
-936
-6% -$155K 0.13% 173
2020
Q2 		$2.58M Sell
15,749
-5,007
-24% -$824K 0.17% 138
2020
Q1 		$3.42M Buy
20,756
+2,228
+12% +$332K 0.29% 80
2019
Q4 		$2.51M Buy
18,528
+9,759
+111% +$1.36M 0.21% 104
2019
Q3 		$1.25M Buy
8,769
+4,009
+84% +$557K 0.12% 189
2019
Q2 		$633K Buy
4,760
+650
+16% +$82.5K 0.07% 293
2019
Q1 		$520K Buy
4,110
+1,096
+36% +$133K 0.06% 329
2018
Q4 		$367K Sell
3,014
-448
-13% -$51.9K 0.05% 383
2018
Q3 		$406K Buy
3,462
+34
+1% +$4.08K 0.05% 403
2018
Q2 		$418K Buy
3,428
+15
+0.4% +$1.79K 0.06% 373
2018
Q1 		$416K Sell
3,413
-707
-17% -$85.4K 0.06% 354
2017
Q4 		$523K Sell
4,120
-43
-1% -$5.4K 0.07% 302
2017
Q3 		$520K Buy
4,163
+1,565
+60% +$197K 0.09% 250
2017
Q2 		$325K Sell
2,598
-31
-1% -$3.83K 0.06% 344
2017
Q1 		$318K Buy
2,629
+244
+10% +$29.3K 0.06% 321
2016
Q4 		$285K Sell
2,385
-185
-7% -$23.2K 0.06% 359
2016
Q3 		$354K Buy
2,570
+510
+25% +$70.8K 0.07% 355
2016
Q2 		$287K Sell
2,060
-486
-19% -$64.1K 0.06% 404
2016
Q1 		$333K Sell
2,546
-214
-8% -$27.4K 0.08% 322
2015
Q4 		$333K Buy
2,760
+363
+15% +$44.2K 0.07% 336
2015
Q3 		$297K Sell
2,397
-1,153
-32% -$140K 0.07% 353
2015
Q2 		$419K Sell
3,550
-1,414
-28% -$174K 0.1% 247
2015
Q1 		$649K Buy
4,964
+3,156
+175% +$412K 0.16% 166
2014
Q4 		$227 Buy
+1,808
New +$219K ﹤0.01% 1323
2014
Q3 		– Sell
-931
Closed -$106K – 1774
2014
Q2 		$106K Buy
+931
New +$104K 0.02% 695
2013
Q4 		– Sell
-1,500
Closed -$160K – 719
2013
Q3 		$160K Sell
1,500
-732
-33% -$77.6K 0.05% 408
2013
Q2 		$246K Buy
+2,232
New +$262K 0.08% 272

Other funds holding TLT

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
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

B. Riley Wealth Advisors's TLT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.4% in Q2 2026, selling an estimated $10.1K and leaving 4,861 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #516.

B. Riley Wealth Advisors first reported a position in TLT in Q2 2013 and has held it in 49 quarters since. The position peaked at $13M in Q4 2023. 320 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • B. Riley Wealth Advisors held 4,861 shares of iShares 20+ Year Treasury Bond ETF worth $425K as of Q2 2026.
  • B. Riley Wealth Advisors sold 118 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $10.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #516 holding.
  • B. Riley Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • B. Riley Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $13M in Q4 2023.
  • 320 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.