Private Wealth Advisors (California)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Private Wealth Advisors (California)’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	$132K	Sell	1,525 -60,618	-98%	-$5.21M	0.03%	90
2026 Q1	$5.39M	Buy	62,143 +14,613	+31%	+$1.28M	1.51%	25
2025 Q4	$4.14M	Sell	47,530 -5,363	-10%	-$480K	1.32%	24
2025 Q3	$4.73M	Sell	52,893 -4,402	-8%	-$385K	1.59%	21
2025 Q2	$5.06M	Buy	57,295 +4,096	+8%	+$357K	1.86%	17
2025 Q1	$4.84M	Buy	53,199 +3,127	+6%	+$278K	1.75%	22
2024 Q4	$4.37M	Buy	50,072 +1,893	+4%	+$174K	1.71%	21
2024 Q3	$4.75M	Buy	+48,179	New	+$4.65M	1.82%	20
2023 Q4	–	Sell	-54,327	Closed	-$4.82M	–	83
2023 Q3	$4.82M	Buy	54,327 +1,495	+3%	+$144K	2.04%	18
2023 Q2	$5.44M	Buy	52,832 +1,033	+2%	+$107K	2.22%	16
2023 Q1	$5.51M	Buy	51,799 +12,009	+30%	+$1.26M	2.32%	13
2022 Q4	$3.96M	Sell	39,790 -2,197	-5%	-$221K	1.33%	28
2022 Q3	$4.3M	Sell	41,987 -19,878	-32%	-$2.24M	2%	20
2022 Q2	$7.08M	Buy	+61,865	New	+$7.29M	2.61%	13

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

Private Wealth Advisors (California)'s TLT Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 98% in Q2 2026, selling an estimated $5.21M and leaving 1,525 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #90.

Private Wealth Advisors (California) first reported a position in TLT in Q2 2022 and has held it in 14 quarters since. The position peaked at $7.08M in Q2 2022. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Private Wealth Advisors (California) held 1,525 shares of iShares 20+ Year Treasury Bond ETF worth $132K as of Q2 2026.
Private Wealth Advisors (California) sold 60,618 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.21M.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #90 holding.
Private Wealth Advisors (California) first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 14 quarters since.
Private Wealth Advisors (California)'s iShares 20+ Year Treasury Bond ETF position peaked at $7.08M in Q2 2022.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.