Guardian Wealth Advisors (North Carolina)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-2	Closed	-$173	–	580
2026 Q1	$173	Buy	+2	New	+$176	﹤0.01%	609
2025 Q4	–	Sell	-2,921	Closed	-$261K	–	383
2025 Q3	$261K	Buy	2,921 +2,496	+587%	+$218K	0.02%	307
2025 Q2	$37.5K	Hold	425	–	–	﹤0.01%	417
2025 Q1	$38.7K	Sell	425 -347	-45%	-$30.9K	﹤0.01%	398
2024 Q4	$67.4K	Buy	772 +370	+92%	+$34.1K	0.01%	352
2024 Q3	$39.5K	Hold	402	–	–	﹤0.01%	325
2024 Q2	$36.9K	Hold	402	–	–	﹤0.01%	319
2024 Q1	$38.1K	Hold	402	–	–	﹤0.01%	337
2023 Q4	$39.8K	Buy	402 +400	+20,000%	+$36.1K	0.01%	323
2023 Q3	$191	Hold	2	–	–	﹤0.01%	418
2023 Q2	$222	Hold	2	–	–	﹤0.01%	412
2023 Q1	$229	Hold	2	–	–	﹤0.01%	408
2022 Q4	$199	Hold	2	–	–	﹤0.01%	373
2022 Q3	$0	Sell	2 -30	-94%	-$3.38K	﹤0.01%	374
2022 Q2	$4K	Buy	32 +2	+7%	+$236	﹤0.01%	325
2022 Q1	$4K	Hold	30	–	–	﹤0.01%	232
2021 Q4	$4K	Buy	+30	New	+$4.42K	﹤0.01%	222

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

Guardian Wealth Advisors (North Carolina)'s TLT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2 shares — an estimated $173 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in TLT in Q4 2021 and held it in 17 quarters. The position peaked at $261K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $173.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 17 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares 20+ Year Treasury Bond ETF position peaked at $261K in Q3 2025.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.