Global Wealth Strategies & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Global Wealth Strategies & Associates’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 Q3	$379K	Sell	4,870 -3,048	-38%	-$251K	0.07%	73
2026 Q2	$684K	Sell	7,918 -7,496	-49%	-$644K	0.13%	46
2026 Q1	$1.34M	Sell	15,414 -60,579	-80%	-$5.33M	0.33%	27
2025 Q4	$6.62M	Buy	75,993 +5,245	+7%	+$469K	1.65%	11
2025 Q3	$6.32M	Buy	70,748 +3,029	+4%	+$265K	1.63%	11
2025 Q2	$5.98M	Buy	67,719 +1,758	+3%	+$153K	1.71%	11
2025 Q1	$6M	Buy	65,961 +6,835	+12%	+$608K	1.82%	12
2024 Q4	$5.16M	Buy	59,126 +5,694	+11%	+$524K	1.62%	13
2024 Q3	$5.24M	Buy	53,432 +2,500	+5%	+$241K	1.72%	13
2024 Q2	$4.67M	Buy	50,932 +9,126	+22%	+$832K	1.68%	13
2024 Q1	$3.96M	Buy	+41,806	New	+$3.95M	1.49%	13
2023 Q1	–	Sell	-18	Closed	-$1.79K	–	384
2022 Q4	$1.79K	Buy	+18	New	+$1.81K	﹤0.01%	274

Other funds holding TLT

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Global Wealth Strategies & Associates's TLT Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 38% in Q3 2026, selling an estimated $251K and leaving 4,870 shares worth $379K. The position accounts for 0.07% of the portfolio, ranked #73.

Global Wealth Strategies & Associates first reported a position in TLT in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.62M in Q4 2025. 16 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Global Wealth Strategies & Associates held 4,870 shares of iShares 20+ Year Treasury Bond ETF worth $379K as of Q3 2026.
Global Wealth Strategies & Associates sold 3,048 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $251K.
iShares 20+ Year Treasury Bond ETF made up 0.07% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #73 holding.
Global Wealth Strategies & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Global Wealth Strategies & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $6.62M in Q4 2025.
16 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.