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

Paces Ferry 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	$43.9K	Buy	+508	New	+$43.6K	0.02%	140
2026 Q1	–	Sell	-6,210	Closed	-$541K	–	140
2025 Q4	$541K	Sell	6,210 -25,765	-81%	-$2.3M	0.22%	61
2025 Q3	$2.86M	Buy	31,975 +508	+2%	+$44.4K	1.19%	23
2025 Q2	$2.78M	Buy	31,467 +2,493	+9%	+$217K	1.28%	20
2025 Q1	$2.64M	Buy	28,974 +3,096	+12%	+$276K	1.31%	19
2024 Q4	$2.26M	Buy	+25,878	New	+$2.38M	1.1%	24

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

Paces Ferry Wealth Advisors's TLT Position: Q2 2026 in Review

Paces Ferry Wealth Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 508 shares worth $43.9K. The stake represents 0.02% of the portfolio and ranks #140 among its holdings. This is a return to the name: Paces Ferry Wealth Advisors previously reported a position in TLT as recently as Q4 2025.

Paces Ferry Wealth Advisors first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.86M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Paces Ferry Wealth Advisors held 508 shares of iShares 20+ Year Treasury Bond ETF worth $43.9K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Paces Ferry Wealth Advisors position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #140 holding.
Paces Ferry Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Paces Ferry Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.86M in Q3 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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