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 Q3	$1.32K	Hold	17	–	–	﹤0.01%	616
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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

West Paces Advisors's TLT Position: Q3 2026 in Review

West Paces Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 17 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

West Paces Advisors first reported a position in TLT in Q4 2016 and has held it in 10 quarters since. The position peaked at $24.1K in Q2 2018. 474 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

West Paces Advisors held 17 shares of iShares 20+ Year Treasury Bond ETF worth $1.32K as of Q3 2026.
West Paces Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #616 holding.
West Paces Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 10 quarters since.
West Paces Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $24.1K in Q2 2018.
474 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.