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

Etesian 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	$1.09M	Sell	12,660 -1,009	-7%	-$86.6K	0.32%	65
2026 Q1	$1.18M	Sell	13,669 -1,744	-11%	-$153K	0.38%	61
2025 Q4	$1.34M	Sell	15,413 -1,892	-11%	-$169K	0.42%	59
2025 Q3	$1.55M	Sell	17,305 -447	-3%	-$39.1K	0.51%	50
2025 Q2	$1.57M	Sell	17,752 -1,414	-7%	-$123K	0.58%	46
2025 Q1	$1.74M	Buy	19,166 +2,006	+12%	+$179K	0.75%	36
2024 Q4	$1.5M	Buy	17,160 +1,394	+9%	+$128K	0.66%	43
2024 Q3	$1.55M	Buy	15,766 +10,274	+187%	+$991K	0.7%	41
2024 Q2	$504K	Buy	+5,492	New	+$500K	0.28%	91

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Etesian Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.4% in Q2 2026, selling an estimated $86.6K and leaving 12,660 shares worth $1.09M. The position accounts for 0.32% of the portfolio, ranked #65.

Etesian Wealth Advisors first reported a position in TLT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Etesian Wealth Advisors held 12,660 shares of iShares 20+ Year Treasury Bond ETF worth $1.09M as of Q2 2026.
Etesian Wealth Advisors sold 1,009 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $86.6K.
iShares 20+ Year Treasury Bond ETF made up 0.32% of Etesian Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Etesian Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Etesian Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.74M in Q1 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.