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Wealth Alliance Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wealth Alliance Advisory Group’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 		$13.5M Buy
+174,137
New +$14.4M 1.9% 15

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Wealth Alliance Advisory Group's TLT Position: Q3 2026 in Review

Wealth Alliance Advisory Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 174,137 shares worth $13.5M. The stake represents 1.9% of the portfolio and ranks #15 among its holdings.

108 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Wealth Alliance Advisory Group held 174,137 shares of iShares 20+ Year Treasury Bond ETF worth $13.5M as of Q3 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Wealth Alliance Advisory Group position in Q3 2026.
  • iShares 20+ Year Treasury Bond ETF made up 1.9% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #15 holding.
  • 108 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.