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Innova Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Innova Wealth Partners’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
-17,211
Closed -$1.49M – 190
2026
Q1 		$1.49M Buy
+17,211
New +$1.51M 0.71% 30
2025
Q4 		– Sell
-9,998
Closed -$894K – 156
2025
Q3 		$894K Buy
+9,998
New +$874K 0.48% 44
2025
Q2 		– Sell
-4,239
Closed -$386K – 113
2025
Q1 		$386K Sell
4,239
-270
-6% -$24K 0.24% 60
2024
Q4 		$394K Sell
4,509
-99,521
-96% -$9.16M 0.25% 57
2024
Q3 		$10.2M Buy
104,030
+94,296
+969% +$9.09M 8.4% 2
2024
Q2 		$893K Buy
+9,734
New +$887K 0.64% 36
2024
Q1 		– Sell
-11,447
Closed -$1.13M – 78
2023
Q4 		$1.13M Buy
+11,447
New +$1.03M 0.97% 24
2023
Q1 		– Sell
-12,453
Closed -$1.24M – 55
2022
Q4 		$1.24M Buy
12,453
+8,870
+248% +$894K 1.09% 17
2022
Q3 		$367K Sell
3,583
-145
-4% -$16.3K 0.33% 30
2022
Q2 		$428K Sell
3,728
-9,719
-72% -$1.14M 0.36% 28
2022
Q1 		$1.78M Sell
13,447
-22,557
-63% -$3.11M 1.28% 17
2021
Q4 		$5.33M Buy
36,004
+13,043
+57% +$1.92M 3.77% 13
2021
Q3 		$3.31M Buy
+22,961
New +$3.41M 2.63% 17
2021
Q1 		– Sell
-4,846
Closed -$764K – 64
2020
Q4 		$764K Buy
+4,846
New +$769K 0.71% 31

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Innova Wealth Partners's TLT Position: Q2 2026 in Review

Innova Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 17,211 shares — an estimated $1.49M sold.

Innova Wealth Partners first reported a position in TLT in Q4 2020 and held it in 14 quarters. The position peaked at $10.2M in Q3 2024. 424 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Innova Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Innova Wealth Partners sold 17,211 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.49M.
  • Innova Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 14 quarters.
  • Innova Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $10.2M in Q3 2024.
  • 424 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.