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WMG Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WMG Financial 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 		– Sell
-2,574
Closed -$223K – 116
2026
Q1 		$223K Hold
2,574
– – 0.09% 87
2025
Q4 		$224K Sell
2,574
-1,511
-37% -$135K 0.09% 97
2025
Q3 		$365K Sell
4,085
-616
-13% -$53.9K 0.12% 113
2025
Q2 		$415K Sell
4,701
-193
-4% -$16.8K 0.15% 97
2025
Q1 		$446K Buy
4,894
+1,964
+67% +$175K 0.19% 78
2024
Q4 		$256K Sell
2,930
-484
-14% -$44.5K 0.11% 133
2024
Q3 		$335K Sell
3,414
-1,277
-27% -$123K 0.15% 98
2024
Q2 		$431K Sell
4,691
-2,500
-35% -$228K 0.23% 69
2024
Q1 		$680K Sell
7,191
-103
-1% -$9.74K 0.39% 50
2023
Q4 		$721K Sell
7,294
-955
-12% -$86.3K 0.47% 45
2023
Q3 		$732K Buy
+8,249
New +$793K 0.62% 38

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

WMG Financial Advisors's TLT Position: Q2 2026 in Review

WMG Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,574 shares — an estimated $223K sold.

WMG Financial Advisors first reported a position in TLT in Q3 2023 and held it in 11 quarters. The position peaked at $732K in Q3 2023. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • WMG Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WMG Financial Advisors sold 2,574 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $223K.
  • WMG Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
  • WMG Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $732K in Q3 2023.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.