RPg Family Wealth Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

RPg Family Wealth Advisory’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	$1.45M	Sell	16,747 -6,434	-28%	-$552K	0.24%	86
2026 Q1	$2.01M	Buy	23,181 +1,336	+6%	+$117K	0.42%	78
2025 Q4	$1.9M	Sell	21,845 -656	-3%	-$58.7K	0.42%	75
2025 Q3	$2.01M	Buy	22,501 +1,409	+7%	+$123K	0.44%	71
2025 Q2	$1.86M	Sell	21,092 -357	-2%	-$31.1K	0.5%	70
2025 Q1	$1.95M	Sell	21,449 -3,833	-15%	-$341K	0.56%	58
2024 Q4	$2.21M	Sell	25,282 -915	-3%	-$84.2K	0.78%	37
2024 Q3	$2.57M	Buy	26,197 +1,614	+7%	+$156K	0.83%	42
2024 Q2	$2.26M	Buy	24,583 +2,541	+12%	+$232K	0.74%	45
2024 Q1	$2.09M	Buy	22,042 +10,417	+90%	+$985K	0.66%	48
2023 Q4	$1.15M	Buy	+11,625	New	+$1.05M	0.42%	70
2018 Q2	–	Sell	-489	Closed	-$59.6K	–	284
2018 Q1	$59.6K	Sell	489 -126	-20%	-$15.2K	0.05%	99
2017 Q4	$78K	Buy	615 +451	+275%	+$56.6K	0.07%	82
2017 Q3	$20.5K	Hold	164	–	–	0.02%	210
2017 Q2	$20.5K	Buy	+164	New	+$20.3K	0.02%	236
2016 Q4	–	Sell	-90	Closed	-$12.4K	–	289
2016 Q3	$12.4K	Buy	+90	New	+$12.5K	0.01%	223

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

RPg Family Wealth Advisory's TLT Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 28% in Q2 2026, selling an estimated $552K and leaving 16,747 shares worth $1.45M. The position accounts for 0.24% of the portfolio, ranked #86.

RPg Family Wealth Advisory first reported a position in TLT in Q3 2016 and has held it in 16 quarters since. The position peaked at $2.57M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

RPg Family Wealth Advisory held 16,747 shares of iShares 20+ Year Treasury Bond ETF worth $1.45M as of Q2 2026.
RPg Family Wealth Advisory sold 6,434 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $552K.
iShares 20+ Year Treasury Bond ETF made up 0.24% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #86 holding.
RPg Family Wealth Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and has held it in 16 quarters since.
RPg Family Wealth Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $2.57M in Q3 2024.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.