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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
-100
Closed -$8.67K – 189
2026
Q1 		$8.67K Buy
+100
New +$8.79K ﹤0.01% 164
2022
Q3 		– Sell
-100
Closed -$12K – 60
2022
Q2 		$12K Buy
+100
New +$11.8K 0.01% 53

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.