Affinity Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Affinity Capital 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	$841K	Sell	9,837 -10,078	-51%	-$865K	0.1%	81
2026 Q1	$1.73M	Sell	19,915 -3,833	-16%	-$337K	0.24%	52
2025 Q4	$2.07M	Buy	23,748 +7,816	+49%	+$699K	0.29%	46
2025 Q3	$1.43M	Buy	15,932 +1,537	+11%	+$134K	0.22%	57
2025 Q2	$1.27M	Sell	14,395 -7,182	-33%	-$626K	0.22%	59
2025 Q1	$1.87M	Buy	21,577 +7,540	+54%	+$671K	0.37%	41
2024 Q4	$1.21M	Buy	14,037 +2,347	+20%	+$216K	0.23%	54
2024 Q3	$1.15M	Sell	11,690 -271	-2%	-$26.1K	0.22%	57
2024 Q2	$1.1M	Sell	11,961 -1,041	-8%	-$94.9K	0.23%	57
2024 Q1	$1.23M	Buy	13,002 +3,286	+34%	+$311K	0.27%	54
2023 Q4	$961K	Sell	9,716 -9,174	-49%	-$829K	0.23%	63
2023 Q3	$1.68M	Buy	18,890 +8,172	+76%	+$785K	0.46%	46
2023 Q2	$1.1M	Buy	10,718 +3,596	+50%	+$373K	0.3%	56
2023 Q1	$758K	Buy	+7,122	New	+$745K	0.24%	60

Other funds holding TLT

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Affinity Capital Advisors's TLT Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 51% in Q2 2026, selling an estimated $865K and leaving 9,837 shares worth $841K. The position accounts for 0.1% of the portfolio, ranked #81.

Affinity Capital Advisors first reported a position in TLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.07M in Q4 2025. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Affinity Capital Advisors held 9,837 shares of iShares 20+ Year Treasury Bond ETF worth $841K as of Q2 2026.
Affinity Capital Advisors sold 10,078 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $865K.
iShares 20+ Year Treasury Bond ETF made up 0.1% of Affinity Capital Advisors's portfolio in Q2 2026, its #81 holding.
Affinity Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Affinity Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.07M in Q4 2025.
156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.