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

Capital Advisors 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
Q1 		– Sell
-4,405
Closed -$384K – 229
2025
Q4 		$384K Sell
4,405
-2,227
-34% -$199K 0.05% 149
2025
Q3 		$593K Sell
6,632
-677
-9% -$59.2K 0.08% 115
2025
Q2 		$645K Buy
7,309
+38
+0.5% +$3.31K 0.1% 100
2025
Q1 		$662K Buy
7,271
+1,987
+38% +$177K 0.12% 88
2024
Q4 		$461K Sell
5,284
-2,605
-33% -$240K 0.08% 100
2024
Q3 		$774K Buy
7,889
+2,355
+43% +$227K 0.14% 76
2024
Q2 		$508K Buy
5,534
+1,907
+53% +$174K 0.1% 85
2024
Q1 		$343K Buy
3,627
+637
+21% +$60.3K 0.07% 106
2023
Q4 		$296K Sell
2,990
-2,199
-42% -$199K 0.07% 105
2023
Q3 		$460K Buy
5,189
+2,544
+96% +$245K 0.12% 80
2023
Q2 		$272K Buy
+2,645
New +$274K 0.07% 104

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Advisors Wealth Management's TLT Position: Q1 2026 in Review

Capital Advisors Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 4,405 shares — an estimated $384K sold.

Capital Advisors Wealth Management first reported a position in TLT in Q2 2023 and held it in 11 quarters. The position peaked at $774K in Q3 2024. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Capital Advisors Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 4,405 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $384K.
  • Capital Advisors Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 11 quarters.
  • Capital Advisors Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $774K in Q3 2024.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.