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

EverSource 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 		$754K Sell
8,724
-8,432
-49% -$724K 0.03% 421
2026
Q1 		$1.49M Buy
17,156
+436
+3% +$38.3K 0.05% 284
2025
Q4 		$1.46M Buy
16,720
+3,398
+26% +$304K 0.05% 257
2025
Q3 		$1.19M Buy
13,322
+4,386
+49% +$384K 0.05% 272
2025
Q2 		$789K Buy
8,936
+6,262
+234% +$546K 0.04% 331
2025
Q1 		$243K Sell
2,674
-47,131
-95% -$4.2M 0.01% 586
2024
Q4 		$4.35M Buy
49,805
+46,952
+1,646% +$4.32M 0.24% 87
2024
Q3 		$280K Sell
2,853
-1,752
-38% -$169K 0.02% 465
2024
Q2 		$437K Buy
4,605
+2,764
+150% +$252K 0.03% 345
2024
Q1 		$162K Sell
1,841
-1,410
-43% -$133K 0.01% 556
2023
Q4 		$322K Buy
3,251
+196
+6% +$17.7K 0.03% 324
2023
Q3 		$271K Buy
3,055
+2,391
+360% +$230K 0.03% 334
2023
Q2 		$68.4K Buy
664
+228
+52% +$23.7K 0.01% 716
2023
Q1 		$46.4K Sell
436
-78
-15% -$8.16K 0.01% 815
2022
Q4 		$51.2K Sell
514
-942
-65% -$94.9K 0.01% 756
2022
Q3 		$149K Buy
1,456
+1,187
+441% +$134K 0.03% 346
2022
Q2 		$31K Sell
269
-84
-24% -$9.89K 0.01% 727
2022
Q1 		$47K Buy
+353
New +$48.7K 0.01% 482

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

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

EverSource Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 49% in Q2 2026, selling an estimated $724K and leaving 8,724 shares worth $754K. The position accounts for 0.03% of the portfolio, ranked #421.

EverSource Wealth Advisors first reported a position in TLT in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.35M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • EverSource Wealth Advisors held 8,724 shares of iShares 20+ Year Treasury Bond ETF worth $754K as of Q2 2026.
  • EverSource Wealth Advisors sold 8,432 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $724K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #421 holding.
  • EverSource Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.35M in Q4 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.