WealthGarden F.S.’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WealthGarden F.S.’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	$290K	Sell	3,356 -1,099	-25%	-$94.4K	0.16%	142
2026 Q1	$386K	Sell	4,455 -6,212	-58%	-$546K	0.26%	109
2025 Q4	$942K	Sell	10,667 -561	-5%	-$50.2K	0.62%	49
2025 Q3	$1.03M	Sell	11,228 -5,273	-32%	-$461K	0.73%	38
2025 Q2	$1.43M	Buy	16,501 +6,044	+58%	+$527K	1.19%	23
2025 Q1	$952K	Sell	10,457 -3,465	-25%	-$308K	0.92%	35
2024 Q4	$1.22M	Sell	13,922 -3,290	-19%	-$303K	1.14%	27
2024 Q3	$1.69M	Buy	17,212 +3,253	+23%	+$314K	1.64%	17
2024 Q2	$1.28M	Buy	+13,959	New	+$1.27M	1.35%	19

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

WealthGarden F.S.'s TLT Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 25% in Q2 2026, selling an estimated $94.4K and leaving 3,356 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #142.

WealthGarden F.S. first reported a position in TLT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q3 2024. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

WealthGarden F.S. held 3,356 shares of iShares 20+ Year Treasury Bond ETF worth $290K as of Q2 2026.
WealthGarden F.S. sold 1,099 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $94.4K.
iShares 20+ Year Treasury Bond ETF made up 0.16% of WealthGarden F.S.'s portfolio in Q2 2026, its #142 holding.
WealthGarden F.S. first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares 20+ Year Treasury Bond ETF position peaked at $1.69M in Q3 2024.
449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.