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

Advus Financial Partners’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
-3,296
Closed -$286K – 146
2026
Q1 		$286K Sell
3,296
-617
-16% -$54.2K 0.11% 61
2025
Q4 		$341K Sell
3,913
-182
-4% -$16.3K 0.12% 55
2025
Q3 		$366K Sell
4,095
-9,402
-70% -$822K 0.14% 53
2025
Q2 		$1.19M Sell
13,497
-11,267
-45% -$982K 0.47% 35
2025
Q1 		$2.25M Sell
24,764
-5,576
-18% -$496K 0.97% 20
2024
Q4 		$2.65M Sell
30,340
-6,685
-18% -$615K 1.13% 20
2024
Q3 		$3.63M Sell
37,025
-3,046
-8% -$294K 1.53% 14
2024
Q2 		$3.68M Sell
40,071
-1,496
-4% -$136K 1.64% 14
2024
Q1 		$3.93M Buy
41,567
+1,663
+4% +$157K 1.75% 14
2023
Q4 		$3.95M Buy
39,904
+2,951
+8% +$267K 1.93% 13
2023
Q3 		$3.28M Buy
+36,953
New +$3.55M 1.76% 14
2022
Q2 		– Sell
-2,894
Closed -$382K – 64
2022
Q1 		$382K Sell
2,894
-88
-3% -$12.1K 0.26% 41
2021
Q4 		$442K Hold
2,982
– – 0.32% 32
2021
Q3 		$442K Buy
+2,982
New +$443K 0.24% 51

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advus Financial Partners's TLT Position: Q2 2026 in Review

Advus Financial Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 3,296 shares — an estimated $286K sold.

Advus Financial Partners first reported a position in TLT in Q3 2021 and held it in 14 quarters. The position peaked at $3.95M in Q4 2023. 1,052 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Advus Financial Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Advus Financial Partners sold 3,296 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $286K.
  • Advus Financial Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 14 quarters.
  • Advus Financial Partners's iShares 20+ Year Treasury Bond ETF position peaked at $3.95M in Q4 2023.
  • 1,052 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.