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

Meridian 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	$345K	Sell	3,998 -757	-16%	-$65K	0.04%	165
2026 Q1	$412K	Sell	4,755 -1,002	-17%	-$88.1K	0.05%	144
2025 Q4	$502K	Buy	5,757 +668	+13%	+$59.7K	0.07%	134
2025 Q3	$455K	Buy	5,089 +296	+6%	+$25.9K	0.06%	133
2025 Q2	$423K	Buy	4,793 +2,579	+116%	+$225K	0.07%	131
2025 Q1	$202K	Buy	+2,214	New	+$197K	0.03%	165
2024 Q4	–	Sell	-5,427	Closed	-$532K	–	181
2024 Q3	$532K	Buy	5,427 +1,770	+48%	+$171K	0.09%	113
2024 Q2	$336K	Buy	3,657 +38	+1%	+$3.46K	0.06%	138
2024 Q1	$342K	Sell	3,619 -262	-7%	-$24.8K	0.06%	141
2023 Q4	$384K	Buy	3,881 +30	+0.8%	+$2.71K	0.08%	124
2023 Q3	$342K	Sell	3,851 -977	-20%	-$93.9K	0.09%	129
2023 Q2	$497K	Buy	4,828 +26	+0.5%	+$2.7K	0.12%	109
2023 Q1	$511K	Buy	4,802 +528	+12%	+$55.2K	0.13%	113
2022 Q4	$425K	Sell	4,274 -2,484	-37%	-$250K	0.11%	123
2022 Q3	$692K	Sell	6,758 -4,478	-40%	-$504K	0.19%	91
2022 Q2	$1.29M	Sell	11,236 -18	-0.2%	-$2.12K	0.34%	67
2022 Q1	$1.49M	Sell	11,254 -804	-7%	-$111K	0.34%	67
2021 Q4	$1.79M	Sell	12,058 -34	-0.3%	-$5.01K	0.43%	60
2021 Q3	$1.75M	Sell	12,092 -44	-0.4%	-$6.53K	0.49%	55
2021 Q2	$1.75M	Buy	12,136 +4,325	+55%	+$603K	0.5%	56
2021 Q1	$1.06M	Sell	7,811 -2,294	-23%	-$333K	0.35%	65
2020 Q4	$1.59M	Sell	10,105 -17	-0.2%	-$2.7K	0.58%	44
2020 Q3	$1.65M	Buy	10,122 +472	+5%	+$78.3K	0.71%	32
2020 Q2	$1.58M	Sell	9,650 -35	-0.4%	-$5.76K	0.73%	29
2020 Q1	$1.6M	Sell	9,685 -23,775	-71%	-$3.54M	0.88%	25
2019 Q4	$4.53M	Buy	33,460 +4,119	+14%	+$573K	1.79%	12
2019 Q3	$4.2M	Buy	+29,341	New	+$4.08M	1.8%	12

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Meridian Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q2 2026, selling an estimated $65K and leaving 3,998 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #165.

Meridian Wealth Advisors first reported a position in TLT in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.53M in Q4 2019. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Meridian Wealth Advisors held 3,998 shares of iShares 20+ Year Treasury Bond ETF worth $345K as of Q2 2026.
Meridian Wealth Advisors sold 757 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $65K.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Meridian Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Meridian Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 27 quarters since.
Meridian Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.53M in Q4 2019.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.