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

Centerline 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	$908K	Buy	10,506 +2,544	+32%	+$218K	0.28%	43
2026 Q1	$690K	Sell	7,962 -4,039	-34%	-$355K	0.25%	44
2025 Q4	$1.05M	Sell	12,001 -61,972	-84%	-$5.54M	0.38%	33
2025 Q3	$6.61M	Buy	73,973 +6,814	+10%	+$596K	2.88%	16
2025 Q2	$5.93M	Buy	67,159 +12,399	+23%	+$1.08M	2.91%	16
2025 Q1	$4.98M	Buy	54,760 +2,866	+6%	+$255K	2.97%	15
2024 Q4	$4.53M	Buy	+51,894	New	+$4.78M	2.66%	16

Other funds holding TLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Centerline Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 32% in Q2 2026, buying an estimated $218K and bringing the position to 10,506 shares worth $908K. The position accounts for 0.28% of the portfolio, ranked #43.

Centerline Wealth Advisors first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.61M in Q3 2025. 296 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Centerline Wealth Advisors held 10,506 shares of iShares 20+ Year Treasury Bond ETF worth $908K as of Q2 2026.
Centerline Wealth Advisors bought 2,544 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $218K.
iShares 20+ Year Treasury Bond ETF made up 0.28% of Centerline Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Centerline Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $6.61M in Q3 2025.
296 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.