Wealthspire Advisors (New York)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wealthspire Advisors (New York)’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	$18.4M	Buy	212,714 +203,263	+2,151%	+$17.5M	0.1%	123
2026 Q1	$819K	Buy	9,451 +83	+0.9%	+$7.3K	0.01%	451
2025 Q4	$816K	Buy	9,368 +9,086	+3,222%	+$812K	0.01%	475
2025 Q3	$25.2K	Buy	+282	New	+$24.7K	﹤0.01%	1551
2025 Q1	–	Sell	-2,810	Closed	-$245K	–	827
2024 Q4	$245K	Buy	+2,810	New	+$259K	﹤0.01%	691

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s TLT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2,151% in Q2 2026, buying an estimated $17.5M and bringing the position to 212,714 shares worth $18.4M. The position accounts for 0.1% of the portfolio, ranked #123.

Wealthspire Advisors (New York) first reported a position in TLT in Q4 2024 and has held it in 5 quarters since. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Wealthspire Advisors (New York) held 212,714 shares of iShares 20+ Year Treasury Bond ETF worth $18.4M as of Q2 2026.
Wealthspire Advisors (New York) bought 203,263 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $17.5M.
iShares 20+ Year Treasury Bond ETF made up 0.1% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #123 holding.
Wealthspire Advisors (New York) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.