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Insight Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Insight Wealth Strategies’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 		$27.1M Buy
316,959
+287,889
+990% +$24.7M 2.65% 10
2026
Q1 		$2.52M Sell
29,070
-291,876
-91% -$25.7M 0.28% 94
2025
Q4 		$28M Buy
320,946
+6,786
+2% +$607K 3.21% 4
2025
Q3 		$28.1M Buy
314,160
+10,444
+3% +$913K 3.31% 4
2025
Q2 		$26.8M Buy
303,716
+2,815
+0.9% +$245K 3.38% 5
2025
Q1 		$27.4M Buy
300,901
+37,811
+14% +$3.37M 3.69% 3
2024
Q4 		$23M Buy
263,090
+11,176
+4% +$1.03M 3.08% 10
2024
Q3 		$24.7M Buy
251,914
+37,838
+18% +$3.65M 3.25% 9
2024
Q2 		$19.6M Buy
214,076
+7,192
+3% +$655K 2.8% 10
2024
Q1 		$19.6M Buy
206,884
+8,278
+4% +$783K 2.87% 10
2023
Q4 		$19.6M Buy
198,606
+16,904
+9% +$1.53M 3.17% 11
2023
Q3 		$16.1M Buy
181,702
+38,611
+27% +$3.71M 3.11% 13
2023
Q2 		$14.7M Buy
143,091
+66,845
+88% +$6.93M 2.82% 15
2023
Q1 		$8.11M Buy
76,246
+1,622
+2% +$170K 1.59% 17
2022
Q4 		$7.43M Buy
+74,624
New +$7.52M 1.44% 18
2021
Q1 		– Sell
-1,486
Closed -$234K – 236
2020
Q4 		$234K Buy
+1,486
New +$236K 0.04% 198
2020
Q3 		– Sell
-8,059
Closed -$1.32M – 202
2020
Q2 		$1.32M Buy
+8,059
New +$1.33M 0.29% 36
2019
Q4 		– Sell
-3,208
Closed -$459K – 209
2019
Q3 		$459K Sell
3,208
-3,732
-54% -$519K 0.11% 122
2019
Q2 		$922K Sell
6,940
-5,321
-43% -$676K 0.23% 68
2019
Q1 		$1.55M Buy
12,261
+1,712
+16% +$208K 0.43% 43
2018
Q4 		$1.28M Buy
+10,549
New +$1.22M 0.39% 38

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

Insight Wealth Strategies's TLT Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 990% in Q2 2026, buying an estimated $24.7M and bringing the position to 316,959 shares worth $27.1M. The position accounts for 2.65% of the portfolio, ranked #10.

Insight Wealth Strategies first reported a position in TLT in Q4 2018 and has held it in 21 quarters since. The position peaked at $28.1M in Q3 2025. 405 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Insight Wealth Strategies held 316,959 shares of iShares 20+ Year Treasury Bond ETF worth $27.1M as of Q2 2026.
  • Insight Wealth Strategies bought 287,889 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $24.7M.
  • iShares 20+ Year Treasury Bond ETF made up 2.65% of Insight Wealth Strategies's portfolio in Q2 2026, its #10 holding.
  • Insight Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • Insight Wealth Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $28.1M in Q3 2025.
  • 405 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.