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 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	$9.55M	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

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

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

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

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Wealthcare Advisory Partners's TLT Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9% in Q2 2026, buying an estimated $164K and bringing the position to 23,168 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #362.

Wealthcare Advisory Partners first reported a position in TLT in Q4 2017 and has held it in 30 quarters since. The position peaked at $10.7M in Q3 2021. 206 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Wealthcare Advisory Partners held 23,168 shares of iShares 20+ Year Treasury Bond ETF worth $2M as of Q2 2026.
Wealthcare Advisory Partners bought 1,905 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $164K.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #362 holding.
Wealthcare Advisory Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 30 quarters since.
Wealthcare Advisory Partners's iShares 20+ Year Treasury Bond ETF position peaked at $10.7M in Q3 2021.
206 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.