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

Nvest 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 		$2.33K Hold
27
– – ﹤0.01% 184
2026
Q1 		$2.34K Hold
27
– – ﹤0.01% 178
2025
Q4 		$2.35K Buy
+27
New +$2.41K ﹤0.01% 178

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

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

Nvest Wealth Strategies held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 27 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Nvest Wealth Strategies first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35K in Q4 2025. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Nvest Wealth Strategies held 27 shares of iShares 20+ Year Treasury Bond ETF worth $2.33K as of Q2 2026.
  • Nvest Wealth Strategies left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #184 holding.
  • Nvest Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $2.35K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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