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Kingswood Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kingswood Wealth 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 		– Sell
-7,868
Closed -$682K – 1042
2026
Q1 		$682K Sell
7,868
-18,559
-70% -$1.63M 0.03% 470
2025
Q4 		$2.3M Buy
26,427
+2,260
+9% +$202K 0.11% 186
2025
Q3 		$2.16M Sell
24,167
-163
-0.7% -$14.3K 0.13% 170
2025
Q2 		$2.15M Sell
24,330
-12,905
-35% -$1.13M 0.17% 130
2025
Q1 		$3.39M Buy
37,235
+25,313
+212% +$2.25M 0.31% 73
2024
Q4 		$1.04M Sell
11,922
-24,749
-67% -$2.28M 0.08% 265
2024
Q3 		$3.6M Buy
36,671
+17,992
+96% +$1.73M 0.26% 90
2024
Q2 		$1.71M Buy
18,679
+15,626
+512% +$1.42M 0.15% 133
2024
Q1 		$289K Sell
3,053
-982
-24% -$92.9K 0.03% 490
2023
Q4 		$399K Buy
4,035
+1,453
+56% +$131K 0.05% 398
2023
Q3 		$229K Buy
+2,582
New +$248K 0.04% 364

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingswood Wealth Advisors's TLT Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 7,868 shares — an estimated $682K sold.

Kingswood Wealth Advisors first reported a position in TLT in Q3 2023 and held it in 11 quarters. The position peaked at $3.6M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,868 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $682K.
  • Kingswood Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
  • Kingswood Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.6M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.