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
Q1 		– Sell
-215,000
Closed -$427K – 3860
2025
Q4 		$427K Buy
215,000
+15,000
+8% +$1.34M ﹤0.01% 2611
2025
Q3 		$400K Buy
200,000
+25,000
+14% +$2.19M ﹤0.01% 2551
2025
Q2 		$385K Buy
+175,000
New +$15.3M ﹤0.01% 2426
2024
Q4 		– Sell
-24,000
Closed -$81.1K – 3108
2024
Q3 		$81.1K Buy
+24,000
New +$2.31M ﹤0.01% 2584
2023
Q4 		– Sell
-500
Closed -$1.01K – 2433
2023
Q3 		$1.01K Buy
+500
New +$48.1K ﹤0.01% 2247

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. 255 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.
  • 255 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.