World Equity Group
TLT icon

World Equity Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

World Equity 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 		– Sell
-2,830
Closed -$245K – 370
2026
Q2 		$245K Buy
+2,830
New +$243K 0.05% 339
2025
Q2 		– Sell
-3,852
Closed -$351K – 351
2025
Q1 		$351K Buy
3,852
+1,392
+57% +$124K 0.1% 200
2024
Q4 		$215K Buy
+2,460
New +$226K 0.05% 336
2024
Q2 		– Sell
-3,290
Closed -$311K – 318
2024
Q1 		$311K Sell
3,290
-2,812
-46% -$266K 0.06% 244
2023
Q4 		$595K Sell
6,102
-1,922
-24% -$174K 0.12% 174
2023
Q3 		$712K Buy
8,024
+4,247
+112% +$408K 0.15% 159
2023
Q2 		$389K Sell
3,777
-12,984
-77% -$1.35M 0.11% 218
2023
Q1 		$956K Buy
16,761
+11,303
+207% +$1.18M 0.14% 170
2022
Q4 		$543K Buy
5,458
+753
+16% +$75.9K 0.13% 166
2022
Q3 		$482K Buy
4,705
+824
+21% +$92.8K 0.12% 167
2022
Q2 		$446K Buy
3,881
+685
+21% +$80.7K 0.11% 199
2022
Q1 		$422K Buy
+3,196
New +$441K 0.09% 227

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

World Equity Group's TLT Position: Q3 2026 in Review

World Equity Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 2,830 shares — an estimated $245K sold.

World Equity Group first reported a position in TLT in Q1 2022 and held it in 12 quarters. The position peaked at $956K in Q1 2023. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • World Equity Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 2,830 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $245K.
  • World Equity Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 12 quarters.
  • World Equity Group's iShares 20+ Year Treasury Bond ETF position peaked at $956K in Q1 2023.
  • 227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.