HWA
TLT icon

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

Heartwood 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
Q3 		$9.17M Buy
117,855
+2,742
+2% +$226K 0.72% 31
2026
Q2 		$9.95M Buy
115,113
+1,966
+2% +$169K 0.77% 26
2026
Q1 		$9.81M Buy
113,147
+14,254
+14% +$1.25M 0.86% 25
2025
Q4 		$8.62M Sell
98,893
-6,428
-6% -$575K 0.79% 29
2025
Q3 		$9.41M Buy
105,321
+1,877
+2% +$164K 0.88% 25
2025
Q2 		$9.13M Buy
103,444
+736
+0.7% +$64.2K 0.95% 24
2025
Q1 		$9.35M Buy
102,708
+14,321
+16% +$1.27M 1.07% 24
2024
Q4 		$7.72M Sell
88,387
-67
-0.1% -$6.17K 0.87% 27
2024
Q3 		$8.68M Buy
88,454
+880
+1% +$84.9K 0.96% 26
2024
Q2 		$8.04M Buy
87,574
+1,461
+2% +$133K 0.96% 26
2024
Q1 		$8.15M Buy
86,113
+6,247
+8% +$591K 1% 26
2023
Q4 		$7.9M Buy
+79,866
New +$7.22M 1.05% 23

Other funds holding TLT

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Heartwood Wealth Advisors's TLT Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.4% in Q3 2026, buying an estimated $226K and bringing the position to 117,855 shares worth $9.17M. The position accounts for 0.72% of the portfolio, ranked #31.

Heartwood Wealth Advisors first reported a position in TLT in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.95M in Q2 2026. 46 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Heartwood Wealth Advisors held 117,855 shares of iShares 20+ Year Treasury Bond ETF worth $9.17M as of Q3 2026.
  • Heartwood Wealth Advisors bought 2,742 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $226K.
  • iShares 20+ Year Treasury Bond ETF made up 0.72% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • Heartwood Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Heartwood Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $9.95M in Q2 2026.
  • 46 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.