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

Exit 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	$574K	Sell	6,639 -2,968	-31%	-$255K	0.26%	96
2026 Q1	$833K	Buy	+9,607	New	+$845K	0.43%	42
2025 Q4	–	Sell	-18,144	Closed	-$1.62M	–	156
2025 Q3	$1.62M	Buy	+18,144	New	+$1.59M	1.08%	26

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

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

Exit Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 31% in Q2 2026, selling an estimated $255K and leaving 6,639 shares worth $574K. The position accounts for 0.26% of the portfolio, ranked #96.

Exit Wealth Advisors first reported a position in TLT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Exit Wealth Advisors held 6,639 shares of iShares 20+ Year Treasury Bond ETF worth $574K as of Q2 2026.
Exit Wealth Advisors sold 2,968 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $255K.
iShares 20+ Year Treasury Bond ETF made up 0.26% of Exit Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Exit Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
Exit Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.62M in Q3 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.