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

CWC 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 Q3	$4.48M	Sell	57,539 -12,739	-18%	-$1.05M	2.08%	11
2026 Q2	$6.07M	Buy	70,278 +1,078	+2%	+$92.6K	2.7%	6
2026 Q1	$6M	Buy	69,200 +7,476	+12%	+$657K	2.86%	6
2025 Q4	$5.38M	Sell	61,724 -2,770	-4%	-$248K	2.6%	6
2025 Q3	$5.76M	Buy	64,494 +491	+0.8%	+$42.9K	2.82%	6
2025 Q2	$5.65M	Buy	64,003 +1,278	+2%	+$111K	2.92%	7
2025 Q1	$5.71M	Buy	62,725 +48,341	+336%	+$4.3M	3.25%	7
2024 Q4	$1.26M	Sell	14,384 -10,089	-41%	-$929K	1.25%	19
2024 Q3	$2.4M	Buy	+24,473	New	+$2.36M	2.37%	8

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

CWC Advisors's TLT Position: Q3 2026 in Review

CWC Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q3 2026, selling an estimated $1.05M and leaving 57,539 shares worth $4.48M. The position accounts for 2.08% of the portfolio, ranked #11.

CWC Advisors first reported a position in TLT in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.07M in Q2 2026. 203 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

CWC Advisors held 57,539 shares of iShares 20+ Year Treasury Bond ETF worth $4.48M as of Q3 2026.
CWC Advisors sold 12,739 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $1.05M.
iShares 20+ Year Treasury Bond ETF made up 2.08% of CWC Advisors's portfolio in Q3 2026, its #11 holding.
CWC Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $6.07M in Q2 2026.
203 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.