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

Networth 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 		$94.3K Buy
1,091
+125
+13% +$10.7K 0.05% 81
2026
Q1 		$83.7K Buy
966
+34
+4% +$2.99K 0.06% 78
2025
Q4 		$81.2K Buy
+932
New +$83.3K 0.06% 72

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Networth Advisors's TLT Position: Q2 2026 in Review

Networth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,091 shares worth $94.3K. The position accounts for 0.05% of the portfolio, ranked #81.

Networth Advisors first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Networth Advisors held 1,091 shares of iShares 20+ Year Treasury Bond ETF worth $94.3K as of Q2 2026.
  • Networth Advisors bought 125 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $10.7K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Networth Advisors's portfolio in Q2 2026, its #81 holding.
  • Networth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.