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

One 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
-4,159
Closed -$361K – 348
2026
Q1 		$361K Sell
4,159
-29,682
-88% -$2.61M 0.04% 217
2025
Q4 		$2.95M Buy
33,841
+26,092
+337% +$2.33M 0.36% 51
2025
Q3 		$693K Sell
7,749
-69
-0.9% -$6.04K 0.09% 125
2025
Q2 		$690K Sell
7,818
-10,257
-57% -$894K 0.1% 122
2025
Q1 		$1.65M Sell
18,075
-56,923
-76% -$5.07M 0.25% 70
2024
Q4 		$6.55M Buy
74,998
+15,198
+25% +$1.4M 0.97% 25
2024
Q3 		$5.87M Buy
+59,800
New +$5.77M 0.9% 27
2024
Q2 		– Sell
-71,606
Closed -$6.78M – 274
2024
Q1 		$6.78M Sell
71,606
-6,476
-8% -$613K 1.18% 24
2023
Q4 		$7.72M Buy
78,082
+4,561
+6% +$412K 1.49% 19
2023
Q3 		$6.52M Buy
73,521
+58,633
+394% +$5.64M 1.45% 20
2023
Q2 		$1.53M Buy
14,888
+117
+0.8% +$12.1K 0.32% 50
2023
Q1 		$1.57M Buy
14,771
+809
+6% +$84.6K 0.36% 45
2022
Q4 		$1.39M Sell
13,962
-5,439
-28% -$548K 0.32% 53
2022
Q3 		$1.99M Buy
19,401
+13,117
+209% +$1.48M 0.65% 28
2022
Q2 		$722K Sell
6,284
-1,479
-19% -$174K 0.19% 69
2022
Q1 		$1.02M Sell
7,763
-1,167
-13% -$161K 0.25% 53
2021
Q4 		$1.32M Buy
8,930
+3,287
+58% +$484K 0.34% 47
2021
Q3 		$814K Buy
5,643
+3,104
+122% +$461K 0.24% 54
2021
Q2 		$367K Buy
2,539
+779
+44% +$109K 0.12% 102
2021
Q1 		$238K Buy
1,760
+437
+33% +$63.3K 0.09% 130
2020
Q4 		$209K Buy
+1,323
New +$210K 0.11% 123

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

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

One Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 4,159 shares — an estimated $361K sold.

One Wealth Advisors first reported a position in TLT in Q4 2020 and held it in 21 quarters. The position peaked at $7.72M in Q4 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • One Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • One Wealth Advisors sold 4,159 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $361K.
  • One Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 21 quarters.
  • One Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $7.72M in Q4 2023.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.