Provident Wealth Management
TLT icon

Provident Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Provident Wealth Management’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 		$18.1K Sell
233
-233
-50% -$19.2K 0.01% 107
2026
Q2 		$40.3K Buy
+466
New +$40K 0.01% 137
2022
Q1 		– Sell
-188
Closed -$28K – 107
2021
Q4 		$28K Buy
+188
New +$27.7K 0.02% 77

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Vision Financial Markets
Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Provident Wealth Management's TLT Position: Q3 2026 in Review

Provident Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 50% in Q3 2026, selling an estimated $19.2K and leaving 233 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #107.

Provident Wealth Management first reported a position in TLT in Q4 2021 and has held it in 3 quarters since. The position peaked at $40.3K in Q2 2026. 254 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Provident Wealth Management held 233 shares of iShares 20+ Year Treasury Bond ETF worth $18.1K as of Q3 2026.
  • Provident Wealth Management sold 233 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $19.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Provident Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Provident Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Provident Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $40.3K in Q2 2026.
  • 254 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

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