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Beam Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Beam 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 		$1.51M Buy
17,474
+219
+1% +$18.8K 0.33% 57
2026
Q1 		$1.5M Buy
17,255
+523
+3% +$46K 0.37% 53
2025
Q4 		$1.46M Buy
16,732
+878
+6% +$78.5K 0.4% 53
2025
Q3 		$1.42M Sell
15,854
-408
-3% -$35.7K 0.39% 58
2025
Q2 		$1.44M Sell
16,262
-16,998
-51% -$1.48M 0.43% 53
2025
Q1 		$3.03M Sell
33,260
-848
-2% -$75.5K 1.02% 25
2024
Q4 		$2.98M Sell
34,108
-1,863
-5% -$171K 0.94% 27
2024
Q3 		$3.53M Sell
35,971
-188
-0.5% -$18.1K 1.07% 21
2024
Q2 		$3.32M Sell
36,159
-6,270
-15% -$571K 1.1% 19
2024
Q1 		$4.01M Buy
42,429
+23,544
+125% +$2.23M 2.41% 12
2023
Q4 		$1.87M Buy
18,885
+3,569
+23% +$322K 1.18% 22
2023
Q3 		$1.36M Buy
+15,316
New +$1.47M 0.97% 25
2021
Q3 		– Sell
-1,414
Closed -$204K – 151
2021
Q2 		$204K Sell
1,414
-7,901
-85% -$1.1M 0.18% 133
2021
Q1 		$1.26M Sell
9,315
-1,112
-11% -$161K 1.12% 27
2020
Q4 		$1.65M Sell
10,427
-1,259
-11% -$200K 1.55% 16
2020
Q3 		$1.91M Buy
11,686
+246
+2% +$40.8K 1.79% 14
2020
Q2 		$1.86M Buy
11,440
+9,645
+537% +$1.59M 1.88% 14
2020
Q1 		$296K Buy
1,795
+92
+5% +$13.7K 0.29% 108
2019
Q4 		$231K Buy
+1,703
New +$237K 0.22% 133

Other funds holding TLT

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
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
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

Beam Wealth Advisors's TLT Position: Q2 2026 in Review

Beam Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.3% in Q2 2026, buying an estimated $18.8K and bringing the position to 17,474 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #57.

Beam Wealth Advisors first reported a position in TLT in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.01M in Q1 2024. 429 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Beam Wealth Advisors held 17,474 shares of iShares 20+ Year Treasury Bond ETF worth $1.51M as of Q2 2026.
  • Beam Wealth Advisors bought 219 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $18.8K.
  • iShares 20+ Year Treasury Bond ETF made up 0.33% of Beam Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Beam Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Beam Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.01M in Q1 2024.
  • 429 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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