Wealthfront Advisers
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Wealthfront Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wealthfront Advisers’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 		$18.5M Buy
214,616
+77,898
+57% +$6.69M 0.04% 177
2026
Q1 		$11.9M Buy
136,718
+22,675
+20% +$1.99M 0.03% 229
2025
Q4 		$9.94M Buy
114,043
+37,917
+50% +$3.39M 0.02% 255
2025
Q3 		$6.8M Sell
76,126
-29,839
-28% -$2.61M 0.02% 323
2025
Q2 		$9.35M Buy
105,965
+13,794
+15% +$1.2M 0.02% 232
2025
Q1 		$8.39M Sell
92,171
-44,788
-33% -$3.99M 0.02% 238
2024
Q4 		$12M Buy
136,959
+57,562
+72% +$5.3M 0.03% 154
2024
Q3 		$7.79M Buy
79,397
+11,666
+17% +$1.12M 0.02% 212
2024
Q2 		$6.22M Buy
67,731
+27,112
+67% +$2.47M 0.02% 226
2024
Q1 		$3.84M Buy
40,619
+6,911
+21% +$654K 0.01% 330
2023
Q4 		$3.33M Sell
33,708
-59,039
-64% -$5.33M 0.01% 337
2023
Q3 		$8.23M Buy
92,747
+57,186
+161% +$5.5M 0.04% 141
2023
Q2 		$3.66M Buy
35,561
+19,005
+115% +$1.97M 0.02% 281
2023
Q1 		$1.76M Sell
16,556
-4,984
-23% -$521K 0.01% 437
2022
Q4 		$2.14M Buy
21,540
+13,139
+156% +$1.32M 0.01% 391
2022
Q3 		$861K Buy
+8,401
New +$946K ﹤0.01% 503
2022
Q2 		– Sell
-2,931
Closed -$387K – 800
2022
Q1 		$387K Buy
2,931
+1,000
+52% +$138K ﹤0.01% 676
2021
Q4 		$286K Sell
1,931
-1,103
-36% -$163K ﹤0.01% 692
2021
Q3 		$438K Buy
+3,034
New +$451K ﹤0.01% 578

Other funds holding TLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealthfront Advisers's TLT Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 57% in Q2 2026, buying an estimated $6.69M and bringing the position to 214,616 shares worth $18.5M. The position accounts for 0.04% of the portfolio, ranked #177.

Wealthfront Advisers first reported a position in TLT in Q3 2021 and has held it in 19 quarters since. 784 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Wealthfront Advisers held 214,616 shares of iShares 20+ Year Treasury Bond ETF worth $18.5M as of Q2 2026.
  • Wealthfront Advisers bought 77,898 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $6.69M.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Wealthfront Advisers's portfolio in Q2 2026, its #177 holding.
  • Wealthfront Advisers first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 784 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.