JWCA
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J.W. Cole Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J.W. Cole 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 		$992K Buy
+11,476
New +$985K 0.02% 757
2026
Q1 		– Sell
-5,154
Closed -$435K – 1407
2025
Q4 		$435K Sell
5,154
-58
-1% -$5.19K 0.01% 946
2025
Q3 		$466K Sell
5,212
-1,259
-19% -$110K 0.01% 1013
2025
Q2 		$571K Buy
6,471
+200
+3% +$17.4K 0.01% 875
2025
Q1 		$571K Buy
6,271
+3,471
+124% +$309K 0.02% 726
2024
Q4 		$245K Sell
2,800
-350
-11% -$32.2K 0.01% 844
2024
Q3 		$309K Sell
3,150
-1,018
-24% -$98.2K 0.01% 756
2024
Q2 		$383K Sell
4,168
-1,805
-30% -$164K 0.02% 612
2024
Q1 		$565K Sell
5,973
-3,390
-36% -$321K 0.03% 501
2023
Q4 		$926K Buy
9,363
+3,914
+72% +$354K 0.05% 314
2023
Q3 		$483K Buy
+5,449
New +$524K 0.04% 423
2023
Q2 		– Sell
-11,526
Closed -$1.23M – 816
2023
Q1 		$1.23M Buy
+11,526
New +$1.21M 0.09% 257
2022
Q4 		– Sell
-2,669
Closed -$273K – 767
2022
Q3 		$273K Sell
2,669
-2,137
-44% -$241K 0.02% 576
2022
Q2 		$552K Sell
4,806
-4,734
-50% -$557K 0.04% 383
2022
Q1 		$1.26M Buy
9,540
+5,934
+165% +$818K 0.08% 249
2021
Q4 		$534K Buy
+3,606
New +$531K 0.03% 445
2021
Q3 		– Sell
-3,397
Closed -$490K – 746
2021
Q2 		$490K Sell
3,397
-350
-9% -$48.8K 0.04% 442
2021
Q1 		$508K Sell
3,747
-7,420
-66% -$1.08M 0.05% 384
2020
Q4 		$1.76M Buy
11,167
+5,855
+110% +$930K 0.18% 133
2020
Q3 		$867K Sell
5,312
-25,773
-83% -$4.27M 0.07% 283
2020
Q2 		$5.1M Buy
+31,085
New +$5.12M 0.77% 30
2020
Q1 		– Sell
-17,164
Closed -$2.33M – 460
2019
Q4 		$2.33M Buy
+17,164
New +$2.39M 0.29% 92

Other funds holding TLT

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
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
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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

J.W. Cole Advisors's TLT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 11,476 shares worth $992K. The stake represents 0.02% of the portfolio and ranks #757 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in TLT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in TLT in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.1M in Q2 2020. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • J.W. Cole Advisors held 11,476 shares of iShares 20+ Year Treasury Bond ETF worth $992K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #757 holding.
  • J.W. Cole Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • J.W. Cole Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.1M in Q2 2020.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.