Weaver Consulting Group
TLT icon

Weaver Consulting Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Weaver Consulting Group’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 		$224K Buy
+2,884
New +$238K 0.04% 281
2026
Q1 		– Sell
-3,811
Closed -$332K – 281
2025
Q4 		$332K Hold
3,811
– – 0.08% 182
2025
Q3 		$341K Sell
3,811
-1,392
-27% -$122K 0.09% 171
2025
Q2 		$459K Buy
5,203
+845
+19% +$73.7K 0.13% 135
2025
Q1 		$397K Hold
4,358
– – 0.12% 140
2024
Q4 		$381K Sell
4,358
-93
-2% -$8.56K 0.12% 136
2024
Q3 		$437K Hold
4,451
– – 0.14% 123
2024
Q2 		$409K Buy
4,451
+724
+19% +$66K 0.14% 124
2024
Q1 		$353K Sell
3,727
-93
-2% -$8.8K 0.13% 138
2023
Q4 		$378K Buy
3,820
+416
+12% +$37.6K 0.15% 117
2023
Q3 		$302K Buy
3,404
+55
+2% +$5.29K 0.14% 136
2023
Q2 		$345K Buy
3,349
+360
+12% +$37.3K 0.15% 119
2023
Q1 		$318K Hold
2,989
– – 0.15% 134
2022
Q4 		$298K Buy
2,989
+1,025
+52% +$103K 0.15% 132
2022
Q3 		$201K Buy
+1,964
New +$221K 0.12% 159
2022
Q2 		– Sell
-1,530
Closed -$202K – 178
2022
Q1 		$202K Buy
1,530
+10
+0.7% +$1.38K 0.1% 167
2021
Q4 		$225K Hold
1,520
– – 0.11% 153
2021
Q3 		$219K Sell
1,520
-3
-0.2% -$445 0.12% 134
2021
Q2 		$220K Buy
+1,523
New +$212K 0.12% 133
2021
Q1 		– Sell
-1,316
Closed -$208K – 149
2020
Q4 		$208K Buy
1,316
+14
+1% +$2.22K 0.13% 132
2020
Q3 		$213K Sell
1,302
-102
-7% -$16.9K 0.12% 116
2020
Q2 		$230K Hold
1,404
– – 0.13% 109
2020
Q1 		$232K Buy
1,404
+153
+12% +$22.8K 0.15% 89
2019
Q4 		$179K Hold
1,251
– – 0.1% 123
2019
Q3 		$165K Hold
1,251
– – 0.09% 119
2019
Q2 		$166K Sell
1,251
-676
-35% -$85.9K 0.09% 111
2019
Q1 		$251K Buy
+1,927
New +$234K 0.07% 187

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Weaver Consulting Group's TLT Position: Q3 2026 in Review

Weaver Consulting Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 2,884 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #281 among its holdings. This is a return to the name: Weaver Consulting Group previously reported a position in TLT as recently as Q4 2025.

Weaver Consulting Group first reported a position in TLT in Q1 2019 and has held it in 27 quarters since. The position peaked at $459K in Q2 2025. 568 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Weaver Consulting Group held 2,884 shares of iShares 20+ Year Treasury Bond ETF worth $224K as of Q3 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Weaver Consulting Group position in Q3 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Weaver Consulting Group's portfolio in Q3 2026, its #281 holding.
  • Weaver Consulting Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 27 quarters since.
  • Weaver Consulting Group's iShares 20+ Year Treasury Bond ETF position peaked at $459K in Q2 2025.
  • 568 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.