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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
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Global Wealth Strategies & Associates's TLT Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 49% in Q2 2026, selling an estimated $644K and leaving 7,918 shares worth $684K. The position accounts for 0.13% of the portfolio, ranked #46.

Global Wealth Strategies & Associates first reported a position in TLT in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.62M in Q4 2025. 262 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Global Wealth Strategies & Associates held 7,918 shares of iShares 20+ Year Treasury Bond ETF worth $684K as of Q2 2026.
  • Global Wealth Strategies & Associates sold 7,496 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $644K.
  • iShares 20+ Year Treasury Bond ETF made up 0.13% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #46 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • Global Wealth Strategies & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $6.62M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.