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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$104K Sell
1,205
-158
-12% -$13.6K ﹤0.01% 862
2026
Q1
$118K Buy
1,363
+13
+1% +$1.14K 0.01% 764
2025
Q4
$118K Sell
1,350
-4
-0.3% -$358 0.01% 767
2025
Q3
$121K Sell
1,354
-146
-10% -$12.8K 0.01% 738
2025
Q2
$132K Buy
1,500
+10
+0.7% +$872 0.01% 675
2025
Q1
$136K Sell
1,490
-981
-40% -$87.3K 0.01% 642
2024
Q4
$216K Sell
2,471
-9,481
-79% -$873K 0.02% 490
2024
Q3
$1.17M Sell
11,952
-1,968
-14% -$190K 0.09% 212
2024
Q2
$1.28M Sell
13,920
-693
-5% -$63.1K 0.12% 181
2024
Q1
$1.38M Buy
14,613
+452
+3% +$42.8K 0.13% 164
2023
Q4
$1.4M Buy
14,161
+2,915
+26% +$263K 0.13% 181
2023
Q3
$997K Buy
11,246
+11,025
+4,989% +$1.06M 0.09% 208
2023
Q2
$22.7K Buy
221
+20
+10% +$2.08K ﹤0.01% 1044
2023
Q1
$21.4K Buy
201
+169
+528% +$17.7K ﹤0.01% 1055
2022
Q4
$3.19K Sell
32
-250
-89% -$25.2K ﹤0.01% 1569
2022
Q3
$29K Buy
282
+124
+78% +$14K ﹤0.01% 1001
2022
Q2
$18K Buy
+158
New +$18.6K ﹤0.01% 1177
2021
Q4
Sell
-58
Closed -$8K 2144
2021
Q3
$8K Sell
58
-491
-89% -$72.9K ﹤0.01% 1520
2021
Q2
$79K Sell
549
-534
-49% -$74.5K 0.01% 850
2021
Q1
$147K Sell
1,083
-3,600
-77% -$522K 0.01% 643
2020
Q4
$739K Sell
4,683
-72
-2% -$11.4K 0.06% 273
2020
Q3
$776K Buy
4,755
+3,937
+481% +$653K 0.07% 253
2020
Q2
$134K Sell
818
-106,975
-99% -$17.6M 0.01% 598
2020
Q1
$17.8M Buy
107,793
+103,355
+2,329% +$15.4M 1.64% 9
2019
Q4
$601K Sell
4,438
-35,598
-89% -$4.95M 0.05% 305
2019
Q3
$5.73M Buy
40,036
+39,136
+4,348% +$5.44M 0.53% 36
2019
Q2
$119K Sell
900
-1,808
-67% -$230K 0.01% 560
2019
Q1
$342K Buy
2,708
+1,520
+128% +$185K 0.04% 349
2018
Q4
$144K Buy
1,188
+7
+0.6% +$810 0.02% 449
2018
Q3
$139K Sell
1,181
-59
-5% -$7.08K 0.02% 479
2018
Q2
$151K Sell
1,240
-1,072
-46% -$128K 0.02% 446
2018
Q1
$282K Sell
2,312
-2,686
-54% -$324K 0.04% 330
2017
Q4
$634K Buy
+4,998
New +$627K 0.1% 179

Other funds holding TLT

Advisornet Financial's TLT Position: Q2 2026 in Review

Advisornet Financial reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q2 2026, selling an estimated $13.6K and leaving 1,205 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Advisornet Financial first reported a position in TLT in Q4 2017 and has held it in 33 quarters since. The position peaked at $17.8M in Q1 2020. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Advisornet Financial held 1,205 shares of iShares 20+ Year Treasury Bond ETF worth $104K as of Q2 2026.
  • Advisornet Financial sold 158 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $13.6K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #862 holding.
  • Advisornet Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Advisornet Financial's iShares 20+ Year Treasury Bond ETF position peaked at $17.8M in Q1 2020.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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