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

Financial Network 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	–	Sell	-779	Closed	-$67.5K	–	890
2026 Q1	$67.5K	Sell	779 -34	-4%	-$2.99K	0.07%	228
2025 Q4	$70.9K	Buy	813 +1	+0.1%	+$89	0.07%	213
2025 Q3	$72.6K	Buy	+812	New	+$71K	0.08%	204
2025 Q2	–	Sell	-962	Closed	-$87.6K	–	844
2025 Q1	$87.6K	Buy	+962	New	+$85.6K	0.12%	168
2024 Q4	–	Sell	-2,643	Closed	-$259K	–	817
2024 Q3	$259K	Buy	+2,643	New	+$255K	0.21%	96
2024 Q1	–	Sell	-3,448	Closed	-$341K	–	131
2023 Q4	$341K	Buy	+3,448	New	+$312K	0.36%	73

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

Financial Network Wealth Advisors's TLT Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 779 shares — an estimated $67.5K sold.

Financial Network Wealth Advisors first reported a position in TLT in Q4 2023 and held it in 6 quarters. The position peaked at $341K in Q4 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Financial Network Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Financial Network Wealth Advisors sold 779 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $67.5K.
Financial Network Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
Financial Network Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $341K in Q4 2023.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.