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

Physician 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	$23.3K	Buy	270 +37	+16%	+$3.18K	﹤0.01%	616
2026 Q1	$20.2K	Buy	233 +19	+9%	+$1.67K	﹤0.01%	613
2025 Q4	$18.7K	Buy	214 +5	+2%	+$447	﹤0.01%	611
2025 Q3	$18.7K	Buy	+209	New	+$18.3K	﹤0.01%	591
2020 Q4	–	Sell	-3,050	Closed	-$484K	–	151
2020 Q3	$484K	Buy	3,050 +516	+20%	+$85.6K	0.19%	70
2020 Q2	$429K	Sell	2,534 -32	-1%	-$5.27K	0.17%	77
2020 Q1	$435K	Sell	2,566 -2,313	-47%	-$345K	0.22%	63
2019 Q4	$673K	Buy	4,879 +896	+22%	+$125K	0.3%	46
2019 Q3	$559K	Buy	+3,983	New	+$554K	0.27%	54

Other funds holding TLT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q2 2026, buying an estimated $3.18K and bringing the position to 270 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Physician Wealth Advisors first reported a position in TLT in Q3 2019 and has held it in 9 quarters since. The position peaked at $673K in Q4 2019. 483 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Physician Wealth Advisors held 270 shares of iShares 20+ Year Treasury Bond ETF worth $23.3K as of Q2 2026.
Physician Wealth Advisors bought 37 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.18K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #616 holding.
Physician Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 9 quarters since.
Physician Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $673K in Q4 2019.
483 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.