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
Q3 		$16.1M Buy
206,833
+78,491
+61% +$6.47M 0.02% 550
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Wealth Enhancement Advisory Services's TLT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 61% in Q3 2026, buying an estimated $6.47M and bringing the position to 206,833 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #550.

Wealth Enhancement Advisory Services first reported a position in TLT in Q2 2023 and has held it in 14 quarters since. The position peaked at $20.8M in Q3 2024. 774 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 206,833 shares of iShares 20+ Year Treasury Bond ETF worth $16.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 78,491 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $6.47M.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #550 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $20.8M in Q3 2024.
  • 774 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.