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

WCG 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
Q1 		$1.1M Buy
12,739
+1,188
+10% +$104K 0.03% 364
2025
Q4 		$1.01M Buy
+11,551
New +$1.03M 0.03% 358
2025
Q1 		– Sell
-28,761
Closed -$2.51M – 325
2024
Q4 		$2.51M Buy
28,761
+1,082
+4% +$99.6K 0.17% 132
2024
Q3 		$2.71M Sell
27,679
-7,081
-20% -$683K 0.18% 126
2024
Q2 		$3.19M Sell
34,760
-614
-2% -$55.9K 0.24% 96
2024
Q1 		$3.35M Buy
35,374
+24,879
+237% +$2.35M 0.28% 84
2023
Q4 		$1.04M Buy
+10,495
New +$948K 0.08% 202

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCG Wealth Advisors's TLT Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q1 2026, buying an estimated $104K and bringing the position to 12,739 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #364.

WCG Wealth Advisors first reported a position in TLT in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.35M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • WCG Wealth Advisors held 12,739 shares of iShares 20+ Year Treasury Bond ETF worth $1.1M as of Q1 2026.
  • WCG Wealth Advisors bought 1,188 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $104K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #364 holding.
  • WCG Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • WCG Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.35M in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.