Heck Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Heck Capital 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	$7.44M	Sell	86,049 -21,508	-20%	-$1.85M	0.44%	50
2026 Q1	$9.32M	Sell	107,557 -3,376	-3%	-$297K	0.69%	31
2025 Q4	$9.67M	Buy	110,933 +13,231	+14%	+$1.18M	0.72%	33
2025 Q3	$8.73M	Buy	97,702 +14,938	+18%	+$1.31M	0.68%	35
2025 Q2	$7.3M	Buy	82,764 +2,897	+4%	+$253K	0.63%	36
2025 Q1	$7.27M	Buy	79,867 +22,131	+38%	+$1.97M	0.82%	33
2024 Q4	$5.04M	Buy	57,736 +2,140	+4%	+$197K	0.58%	43
2024 Q3	$5.45M	Sell	55,596 -3,105	-5%	-$299K	0.63%	42
2024 Q2	$5.39M	Buy	58,701 +146	+0.2%	+$13.3K	0.67%	43
2024 Q1	$5.54M	Buy	58,555 +2,007	+4%	+$190K	0.85%	39
2023 Q4	$5.59M	Buy	56,548 +28,578	+102%	+$2.58M	0.91%	35
2023 Q3	$2.48M	Buy	+27,970	New	+$2.69M	0.46%	52
2022 Q2	–	Sell	-23,932	Closed	-$3.16M	–	158
2022 Q1	$3.16M	Buy	+23,932	New	+$3.3M	0.57%	42
2021 Q1	–	Sell	-12,805	Closed	-$2.02M	–	117
2020 Q4	$2.02M	Buy	+12,805	New	+$2.03M	0.49%	38

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Heck Capital Advisors's TLT Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q2 2026, selling an estimated $1.85M and leaving 86,049 shares worth $7.44M. The position accounts for 0.44% of the portfolio, ranked #50.

Heck Capital Advisors first reported a position in TLT in Q4 2020 and has held it in 14 quarters since. The position peaked at $9.67M in Q4 2025. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Heck Capital Advisors held 86,049 shares of iShares 20+ Year Treasury Bond ETF worth $7.44M as of Q2 2026.
Heck Capital Advisors sold 21,508 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.85M.
iShares 20+ Year Treasury Bond ETF made up 0.44% of Heck Capital Advisors's portfolio in Q2 2026, its #50 holding.
Heck Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
Heck Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $9.67M in Q4 2025.
449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.