Wagner Wealth Management (South Carolina)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wagner Wealth Management (South Carolina)’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	$2.05K	Buy	24 +1	+4%	+$86	﹤0.01%	259
2026 Q1	$2.04K	Hold	23	–	–	﹤0.01%	251
2025 Q4	$2.03K	Buy	+23	New	+$2.06K	﹤0.01%	238
2025 Q3	–	Sell	-23	Closed	-$2K	–	269
2025 Q2	$2K	Hold	23	–	–	﹤0.01%	222
2025 Q1	$2.06K	Buy	23 +1	+5%	+$89	﹤0.01%	216
2024 Q4	$1.96K	Sell	22 -9	-29%	-$828	﹤0.01%	218
2024 Q3	$3.04K	Hold	31	–	–	﹤0.01%	205
2024 Q2	$2.85K	Sell	31 -41	-57%	-$3.74K	﹤0.01%	236
2024 Q1	$6.81K	Buy	72 +36	+100%	+$3.4K	﹤0.01%	214
2023 Q4	$3.56K	Buy	36 +1	+3%	+$90	﹤0.01%	213
2023 Q3	$3.1K	Buy	+35	New	+$3.36K	﹤0.01%	193
2018 Q1	–	Sell	-20	Closed	-$2K	–	681
2017 Q4	$2K	Buy	+20	New	+$2.51K	﹤0.01%	679

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

Wagner Wealth Management (South Carolina)'s TLT Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.3% in Q2 2026, buying an estimated $86 and bringing the position to 24 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Wagner Wealth Management (South Carolina) first reported a position in TLT in Q4 2017 and has held it in 12 quarters since. The position peaked at $6.81K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Wagner Wealth Management (South Carolina) held 24 shares of iShares 20+ Year Treasury Bond ETF worth $2.05K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 1 iShares 20+ Year Treasury Bond ETF share in Q2 2026, an estimated $86.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #259 holding.
Wagner Wealth Management (South Carolina) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 12 quarters since.
Wagner Wealth Management (South Carolina)'s iShares 20+ Year Treasury Bond ETF position peaked at $6.81K in Q1 2024.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.