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 Q3	$21.2K	Buy	273 +3	+1%	+$247	﹤0.01%	670
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Physician Wealth Advisors's TLT Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q3 2026, buying an estimated $247 and bringing the position to 273 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Physician Wealth Advisors first reported a position in TLT in Q3 2019 and has held it in 10 quarters since. The position peaked at $673K in Q4 2019. 660 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Physician Wealth Advisors held 273 shares of iShares 20+ Year Treasury Bond ETF worth $21.2K as of Q3 2026.
Physician Wealth Advisors bought 3 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $247.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #670 holding.
Physician Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 10 quarters since.
Physician Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $673K in Q4 2019.
660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.