Wealth Enhancement Advisory Services
TLT icon

Wealth Enhancement Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.8M Buy
128,342
+12,879
+11% +$1.11M 0.02% 640
2026
Q1 		$10M Sell
115,463
-52,443
-31% -$4.61M 0.02% 580
2025
Q4 		$14.7M Sell
167,906
-348
-0.2% -$31.1K 0.02% 571
2025
Q3 		$15M Sell
168,254
-1,301
-0.8% -$114K 0.02% 524
2025
Q2 		$14.7M Sell
169,555
-12,196
-7% -$1.06M 0.02% 516
2025
Q1 		$16.5M Sell
181,751
-10,538
-5% -$938K 0.03% 451
2024
Q4 		$16.8M Sell
192,289
-20,133
-9% -$1.85M 0.03% 412
2024
Q3 		$20.8M Buy
212,422
+62,646
+42% +$6.04M 0.04% 343
2024
Q2 		$13.7M Buy
149,776
+28,091
+23% +$2.56M 0.03% 410
2024
Q1 		$11.5M Buy
121,685
+42,317
+53% +$4M 0.03% 435
2023
Q4 		$7.85M Buy
79,368
+27,577
+53% +$2.49M 0.02% 488
2023
Q3 		$4.59M Buy
51,791
+46,422
+865% +$4.46M 0.02% 602
2023
Q2 		$553K Buy
+5,369
New +$557K 0.01% 338

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's TLT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q2 2026, buying an estimated $1.11M and bringing the position to 128,342 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #640.

Wealth Enhancement Advisory Services first reported a position in TLT in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.8M in Q3 2024. 230 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 128,342 shares of iShares 20+ Year Treasury Bond ETF worth $10.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 12,879 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.11M.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #640 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $20.8M in Q3 2024.
  • 230 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.