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 Q2	$1.08M	Sell	12,516 -223	-2%	-$19.1K	0.03%	397
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 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

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

WCG Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.8% in Q2 2026, selling an estimated $19.1K and leaving 12,516 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #397.

WCG Wealth Advisors first reported a position in TLT in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.35M in Q1 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

WCG Wealth Advisors held 12,516 shares of iShares 20+ Year Treasury Bond ETF worth $1.08M as of Q2 2026.
WCG Wealth Advisors sold 223 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $19.1K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #397 holding.
WCG Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
WCG Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.35M in Q1 2024.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.