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Core Wealth Advisors (Florida)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Core Wealth Advisors (Florida)’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 		– Sell
-5,948
Closed -$516K – 129
2026
Q1 		$516K Sell
5,948
-3,160
-35% -$278K 0.12% 64
2025
Q4 		$794K Buy
9,108
+3,070
+51% +$274K 0.21% 47
2025
Q3 		$540K Buy
6,038
+1,645
+37% +$144K 0.14% 55
2025
Q2 		$388K Buy
+4,393
New +$383K 0.11% 57
2024
Q4 		– Sell
-201,135
Closed -$19.7M – 63
2024
Q3 		$19.7M Buy
+201,135
New +$19.4M 6.33% 3
2024
Q2 		– Sell
-401
Closed -$37.9K – 219
2024
Q1 		$37.9K Buy
401
+200
+100% +$18.9K 0.01% 110
2023
Q4 		$19.9K Hold
201
– – 0.01% 141
2023
Q3 		$17.8K Buy
201
+45
+29% +$4.33K 0.01% 116
2023
Q2 		$16.1K Buy
156
+100
+179% +$10.4K 0.01% 126
2023
Q1 		$5.96K Buy
+56
New +$5.86K ﹤0.01% 186

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Core Wealth Advisors (Florida)'s TLT Position: Q2 2026 in Review

Core Wealth Advisors (Florida) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 5,948 shares — an estimated $516K sold.

Core Wealth Advisors (Florida) first reported a position in TLT in Q1 2023 and held it in 10 quarters. The position peaked at $19.7M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Core Wealth Advisors (Florida) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 5,948 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $516K.
  • Core Wealth Advisors (Florida) first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 10 quarters.
  • Core Wealth Advisors (Florida)'s iShares 20+ Year Treasury Bond ETF position peaked at $19.7M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.