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Heritage Wealth Management (California)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Heritage Wealth Management (California)’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 		$2.89M Buy
33,453
+845
+3% +$72.6K 1.1% 24
2026
Q1 		$2.83M Buy
32,608
+1,678
+5% +$148K 1.56% 20
2025
Q4 		$2.7M Buy
30,930
+1,221
+4% +$109K 1.71% 16
2025
Q3 		$2.66M Sell
29,709
-842
-3% -$73.6K 1.78% 15
2025
Q2 		$2.7M Buy
30,551
+986
+3% +$86K 1.8% 12
2025
Q1 		$2.69M Sell
29,565
-1,847
-6% -$164K 2.02% 12
2024
Q4 		$2.74M Sell
31,412
-8,670
-22% -$798K 1.97% 10
2024
Q3 		$3.93M Buy
40,082
+890
+2% +$85.8K 2.79% 8
2024
Q2 		$3.6M Buy
39,192
+3,981
+11% +$363K 2.64% 9
2024
Q1 		$3.33M Buy
35,211
+6,233
+22% +$590K 2.52% 10
2023
Q4 		$2.87M Buy
+28,978
New +$2.62M 2.29% 10

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Heritage Wealth Management (California)'s TLT Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.6% in Q2 2026, buying an estimated $72.6K and bringing the position to 33,453 shares worth $2.89M. The position accounts for 1.1% of the portfolio, ranked #24.

Heritage Wealth Management (California) first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.93M in Q3 2024. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Heritage Wealth Management (California) held 33,453 shares of iShares 20+ Year Treasury Bond ETF worth $2.89M as of Q2 2026.
  • Heritage Wealth Management (California) bought 845 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $72.6K.
  • iShares 20+ Year Treasury Bond ETF made up 1.1% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #24 holding.
  • Heritage Wealth Management (California) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Heritage Wealth Management (California)'s iShares 20+ Year Treasury Bond ETF position peaked at $3.93M in Q3 2024.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.