Verdence Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Verdence Capital 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	–	Sell	-2,346	Closed	-$203K	–	709
2026 Q1	$203K	Buy	+2,346	New	+$206K	0.01%	605
2025 Q4	–	Sell	-2,270	Closed	-$208K	–	709
2025 Q3	$208K	Buy	+2,270	New	+$199K	0.01%	662
2025 Q2	–	Sell	-6,537	Closed	-$595K	–	702
2025 Q1	$595K	Buy	+6,537	New	+$582K	0.05%	335
2021 Q1	–	Sell	-1,791	Closed	-$282K	–	448
2020 Q4	$282K	Sell	1,791 -9,412	-84%	-$1.49M	0.05%	313
2020 Q3	$1.83M	Buy	11,203 +5,772	+106%	+$957K	0.42%	64
2020 Q2	$890K	Buy	+5,431	New	+$894K	0.22%	117

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Verdence Capital Advisors's TLT Position: Q2 2026 in Review

Verdence Capital Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,346 shares — an estimated $203K sold.

Verdence Capital Advisors first reported a position in TLT in Q2 2020 and held it in 6 quarters. The position peaked at $1.83M in Q3 2020. 450 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Verdence Capital Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Verdence Capital Advisors sold 2,346 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $203K.
Verdence Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 6 quarters.
Verdence Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.83M in Q3 2020.
450 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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