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

HCR 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
-2,508
Closed -$217K – 266
2026
Q1 		$217K Sell
2,508
-201
-7% -$17.7K 0.02% 227
2025
Q4 		$236K Sell
2,709
-1,895
-41% -$169K 0.02% 225
2025
Q3 		$412K Sell
4,604
-200
-4% -$17.5K 0.04% 163
2025
Q2 		$424K Buy
4,804
+50
+1% +$4.36K 0.05% 159
2025
Q1 		$433K Sell
4,754
-36,215
-88% -$3.22M 0.06% 152
2024
Q4 		$3.58M Sell
40,969
-6,201
-13% -$571K 0.45% 35
2024
Q3 		$4.63M Buy
47,170
+608
+1% +$58.6K 0.61% 24
2024
Q2 		$4.27M Buy
46,562
+423
+0.9% +$38.5K 0.61% 23
2024
Q1 		$4.37M Sell
46,139
-612
-1% -$57.9K 0.66% 24
2023
Q4 		$4.62M Sell
46,751
-11,230
-19% -$1.01M 0.73% 22
2023
Q3 		$5.14M Sell
57,981
-8,770
-13% -$843K 1.13% 12
2023
Q2 		$6.87M Sell
66,751
-1,160
-2% -$120K 1.27% 14
2023
Q1 		$7.22M Buy
67,911
+8,272
+14% +$866K 1.43% 11
2022
Q4 		$5.94M Sell
59,639
-7,723
-11% -$778K 1.25% 13
2022
Q3 		$6.9M Buy
67,362
+8,359
+14% +$941K 1.47% 12
2022
Q2 		$6.78M Buy
59,003
+4,577
+8% +$539K 1.36% 10
2022
Q1 		$7.19M Buy
+54,426
New +$7.51M 1.18% 12
2021
Q1 		– Sell
-9,382
Closed -$1.48M – 265
2020
Q4 		$1.48M Sell
9,382
-87,242
-90% -$13.9M 0.31% 65
2020
Q3 		$15.7M Buy
96,624
+1,144
+1% +$190K 3.59% 5
2020
Q2 		$15.6M Sell
95,480
-87,954
-48% -$14.5M 3.65% 5
2020
Q1 		$30.2M Sell
183,434
-13,564
-7% -$2.02M 8.65% 2
2019
Q4 		$26.7M Buy
196,998
+4,960
+3% +$690K 6.48% 4
2019
Q3 		$27.4M Buy
192,038
+4,728
+3% +$657K 9.09% 3
2019
Q2 		$24.9M Buy
187,310
+16,597
+10% +$2.11M 7.07% 4
2019
Q1 		$21.5M Buy
170,713
+141,557
+486% +$17.2M 6.18% 2
2018
Q4 		$3.54M Buy
29,156
+27,012
+1,260% +$3.13M 1.14% 13
2018
Q3 		$245K Sell
2,144
-678
-24% -$81.4K 0.08% 135
2018
Q2 		$347K Sell
2,822
-718
-20% -$85.9K 0.11% 126
2018
Q1 		$439K Buy
3,540
+109
+3% +$13.2K 0.15% 114
2017
Q4 		$436K Buy
3,431
+981
+40% +$123K 0.15% 114
2017
Q3 		$301K Buy
2,450
+724
+42% +$91K 0.13% 129
2017
Q2 		$214K Sell
1,726
-45
-3% -$5.56K 0.11% 131
2017
Q1 		$213K Sell
1,771
-1,000
-36% -$120K 0.11% 138
2016
Q4 		$330K Buy
+2,771
New +$347K 0.17% 105

Other funds holding TLT

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

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

HCR Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,508 shares — an estimated $217K sold.

HCR Wealth Advisors first reported a position in TLT in Q4 2016 and held it in 34 quarters. The position peaked at $30.2M in Q1 2020. 178 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • HCR Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • HCR Wealth Advisors sold 2,508 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $217K.
  • HCR Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and held it in 34 quarters.
  • HCR Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $30.2M in Q1 2020.
  • 178 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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