Visionary Wealth Advisors
TLT icon

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

Visionary Wealth 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
Q3 		$349K Sell
4,484
-151
-3% -$12.5K 0.01% 523
2026
Q2 		$401K Sell
4,635
-83
-2% -$7.13K 0.02% 476
2026
Q1 		$409K Buy
4,718
+329
+7% +$28.9K 0.02% 450
2025
Q4 		$383K Sell
4,389
-572
-12% -$51.1K 0.02% 448
2025
Q3 		$443K Buy
4,961
+185
+4% +$16.2K 0.02% 409
2025
Q2 		$421K Buy
+4,776
New +$416K 0.02% 391
2025
Q1 		– Sell
-7,655
Closed -$669K – 563
2024
Q4 		$669K Sell
7,655
-17,085
-69% -$1.57M 0.04% 309
2024
Q3 		$2.43M Buy
24,740
+8,349
+51% +$805K 0.15% 155
2024
Q2 		$1.5M Sell
16,391
-39,634
-71% -$3.61M 0.1% 201
2024
Q1 		$5.3M Buy
56,025
+12,176
+28% +$1.15M 0.36% 80
2023
Q4 		$4.34M Buy
43,849
+26,483
+152% +$2.39M 0.32% 85
2023
Q3 		$1.54M Buy
17,366
+1,176
+7% +$113K 0.12% 169
2023
Q2 		$1.67M Buy
+16,190
New +$1.68M 0.13% 156
2020
Q3 		– Sell
-1,691
Closed -$277K – 270
2020
Q2 		$277K Buy
1,691
+328
+24% +$54K 0.04% 180
2020
Q1 		$225K Sell
1,363
-6,146
-82% -$916K 0.04% 177
2019
Q4 		$1.02M Buy
+7,509
New +$1.05M 0.18% 98

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Visionary Wealth Advisors's TLT Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.3% in Q3 2026, selling an estimated $12.5K and leaving 4,484 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #523.

Visionary Wealth Advisors first reported a position in TLT in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.3M in Q1 2024. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Visionary Wealth Advisors held 4,484 shares of iShares 20+ Year Treasury Bond ETF worth $349K as of Q3 2026.
  • Visionary Wealth Advisors sold 151 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $12.5K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q3 2026, its #523 holding.
  • Visionary Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Visionary Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.3M in Q1 2024.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.