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 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

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

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

Heartwood Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.7% in Q2 2026, buying an estimated $169K and bringing the position to 115,113 shares worth $9.95M. The position accounts for 0.77% of the portfolio, ranked #26.

Heartwood Wealth Advisors first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Heartwood Wealth Advisors held 115,113 shares of iShares 20+ Year Treasury Bond ETF worth $9.95M as of Q2 2026.
Heartwood Wealth Advisors bought 1,966 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $169K.
iShares 20+ Year Treasury Bond ETF made up 0.77% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Heartwood Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.