Wealthcare Advisory Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wealthcare Advisory Partners’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	$1.14M	Sell	14,595 -8,573	-37%	-$707K	0.02%	517
2026 Q2	$2M	Buy	23,168 +1,905	+9%	+$164K	0.04%	362
2026 Q1	$1.84M	Sell	21,263 -1,056	-5%	-$92.8K	0.04%	384
2025 Q4	$1.95M	Buy	22,319 +2,977	+15%	+$266K	0.04%	373
2025 Q3	$1.73M	Buy	19,342 +631	+3%	+$55.2K	0.04%	378
2025 Q2	$1.65M	Buy	18,711 +3,603	+24%	+$314K	0.04%	370
2025 Q1	$1.38M	Buy	15,108 +8,028	+113%	+$715K	0.04%	375
2024 Q4	$618K	Sell	7,080 -3,490	-33%	-$321K	0.02%	526
2024 Q3	$1.04M	Buy	10,570 +3,698	+54%	+$357K	0.03%	413
2024 Q2	$631K	Sell	6,872 -2,996	-30%	-$273K	0.02%	486
2024 Q1	$934K	Buy	9,868 +1,459	+17%	+$138K	0.03%	387
2023 Q4	$831K	Buy	8,409 +2,359	+39%	+$213K	0.03%	363
2023 Q3	$537K	Sell	6,050 -319	-5%	-$30.7K	0.02%	415
2023 Q2	$656K	Sell	6,369 -431	-6%	-$44.7K	0.03%	381
2023 Q1	$723K	Sell	6,800 -395	-5%	-$41.3K	0.03%	364
2022 Q4	$716K	Buy	7,195 +3,045	+73%	+$307K	0.03%	336
2022 Q3	$425K	Buy	4,150 +476	+13%	+$53.6K	0.02%	401
2022 Q2	$422K	Buy	3,674 +766	+26%	+$90.2K	0.03%	361
2022 Q1	$384K	Buy	+2,908	New	+$401K	0.02%	360
2021 Q4	–	Sell	-74,135	Closed	-$10.7M	–	612
2021 Q3	$10.7M	Buy	74,135 +7,971	+12%	+$1.18M	0.7%	29
2021 Q2	$9.6M	Buy	66,164 +11,936	+22%	+$1.67M	0.64%	32
2021 Q1	$7.34M	Buy	54,228 +19,733	+57%	+$2.86M	0.53%	31
2020 Q4	$5.44M	Buy	34,495 +19,178	+125%	+$3.05M	0.48%	32
2020 Q3	$2.5M	Buy	15,317 +9,057	+145%	+$1.5M	0.27%	44
2020 Q2	$1.03M	Buy	6,260 +3,342	+115%	+$550K	0.13%	100
2020 Q1	$481K	Buy	2,918 +59	+2%	+$8.79K	0.07%	151
2019 Q4	$387K	Hold	2,859	–	–	0.05%	205
2019 Q3	$409K	Buy	+2,859	New	+$397K	0.06%	174
2018 Q3	–	Sell	-65	Closed	-$8K	–	1305
2018 Q2	$8K	Hold	65	–	–	﹤0.01%	905
2018 Q1	$8K	Hold	65	–	–	﹤0.01%	779
2017 Q4	$8K	Buy	+65	New	+$8.16K	﹤0.01%	723

Other funds holding TLT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthcare Advisory Partners's TLT Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 37% in Q3 2026, selling an estimated $707K and leaving 14,595 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #517.

Wealthcare Advisory Partners first reported a position in TLT in Q4 2017 and has held it in 31 quarters since. The position peaked at $10.7M in Q3 2021. 660 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Wealthcare Advisory Partners held 14,595 shares of iShares 20+ Year Treasury Bond ETF worth $1.14M as of Q3 2026.
Wealthcare Advisory Partners sold 8,573 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $707K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #517 holding.
Wealthcare Advisory Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 31 quarters since.
Wealthcare Advisory Partners's iShares 20+ Year Treasury Bond ETF position peaked at $10.7M in Q3 2021.
660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.