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

Signal Advisors Wealth’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	$434K	Sell	5,025 -107	-2%	-$9.19K	0.02%	451
2026 Q1	$445K	Sell	5,132 -190	-4%	-$16.7K	0.03%	382
2025 Q4	$464K	Sell	5,322 -998	-16%	-$89.2K	0.04%	321
2025 Q3	$565K	Sell	6,320 -66,444	-91%	-$5.81M	0.05%	252
2025 Q2	$6.42M	Sell	72,764 -58,349	-45%	-$5.09M	0.5%	50
2025 Q1	$11.9M	Buy	131,113 +107,189	+448%	+$9.54M	1.17%	14
2024 Q4	$2.09M	Sell	23,924 -14,568	-38%	-$1.34M	0.24%	108
2024 Q3	$3.78M	Buy	+38,492	New	+$3.71M	0.54%	47
2024 Q2	–	Sell	-38,750	Closed	-$3.67M	–	260
2024 Q1	$3.67M	Buy	38,750 +354	+0.9%	+$33.5K	0.91%	32
2023 Q4	$3.8M	Buy	+38,396	New	+$3.47M	1.32%	19

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

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

Signal Advisors Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.1% in Q2 2026, selling an estimated $9.19K and leaving 5,025 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #451.

Signal Advisors Wealth first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9M in Q1 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Signal Advisors Wealth held 5,025 shares of iShares 20+ Year Treasury Bond ETF worth $434K as of Q2 2026.
Signal Advisors Wealth sold 107 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.19K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #451 holding.
Signal Advisors Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $11.9M in Q1 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.