West Paces Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

West Paces Advisors’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	$1.47K	Buy	+17	New	+$1.46K	﹤0.01%	624
2025 Q2	–	Sell	-6	Closed	-$546	–	521
2025 Q1	$546	Buy	+6	New	+$534	﹤0.01%	526
2018 Q3	–	Sell	-198	Closed	-$24.1K	–	485
2018 Q2	$24.1K	Buy	198 +88	+80%	+$10.5K	0.02%	233
2018 Q1	$13.4K	Hold	110	–	–	0.01%	289
2017 Q4	$14K	Hold	110	–	–	0.01%	300
2017 Q3	$13.7K	Hold	110	–	–	0.01%	303
2017 Q2	$13.8K	Hold	110	–	–	0.01%	292
2017 Q1	$13.3K	Hold	110	–	–	0.01%	291
2016 Q4	$13.1K	Buy	+110	New	+$13.8K	0.01%	302

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

West Paces Advisors's TLT Position: Q2 2026 in Review

West Paces Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 17 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in TLT as recently as Q1 2025.

West Paces Advisors first reported a position in TLT in Q4 2016 and has held it in 9 quarters since. The position peaked at $24.1K in Q2 2018. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

West Paces Advisors held 17 shares of iShares 20+ Year Treasury Bond ETF worth $1.47K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new West Paces Advisors position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #624 holding.
West Paces Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 9 quarters since.
West Paces Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $24.1K in Q2 2018.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.