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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
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

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

CWC Advisors's TLT Position: Q2 2026 in Review

CWC Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.6% in Q2 2026, buying an estimated $92.6K and bringing the position to 70,278 shares worth $6.07M. The position accounts for 2.7% of the portfolio, ranked #6.

CWC Advisors first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • CWC Advisors held 70,278 shares of iShares 20+ Year Treasury Bond ETF worth $6.07M as of Q2 2026.
  • CWC Advisors bought 1,078 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $92.6K.
  • iShares 20+ Year Treasury Bond ETF made up 2.7% of CWC Advisors's portfolio in Q2 2026, its #6 holding.
  • CWC Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.