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

Primoris 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	$2.23M	Buy	+25,818	New	+$2.22M	1.02%	32
2024 Q4	–	Sell	-2,837	Closed	-$278K	–	109
2024 Q3	$278K	Buy	+2,837	New	+$274K	0.2%	88
2022 Q3	–	Sell	-2,230	Closed	-$256K	–	76
2022 Q2	$256K	Buy	+2,230	New	+$263K	0.37%	60

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

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

Primoris Wealth Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 25,818 shares worth $2.23M. The stake represents 1.02% of the portfolio and ranks #32 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in TLT as recently as Q3 2024.

Primoris Wealth Advisors first reported a position in TLT in Q2 2022 and has held it in 3 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Primoris Wealth Advisors held 25,818 shares of iShares 20+ Year Treasury Bond ETF worth $2.23M as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Primoris Wealth Advisors position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 1.02% of Primoris Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Primoris Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 3 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.