Affinity Capital Advisors
TLT icon

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
Q3 		$1.34M Buy
17,125
+7,288
+74% +$601K 0.16% 66
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

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 85.9% 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
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Affinity Capital Advisors's TLT Position: Q3 2026 in Review

Affinity Capital Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 74% in Q3 2026, buying an estimated $601K and bringing the position to 17,125 shares worth $1.34M. The position accounts for 0.16% of the portfolio, ranked #66.

Affinity Capital Advisors first reported a position in TLT in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2025. 240 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Affinity Capital Advisors held 17,125 shares of iShares 20+ Year Treasury Bond ETF worth $1.34M as of Q3 2026.
  • Affinity Capital Advisors bought 7,288 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $601K.
  • iShares 20+ Year Treasury Bond ETF made up 0.16% of Affinity Capital Advisors's portfolio in Q3 2026, its #66 holding.
  • Affinity Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Affinity Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.07M in Q4 2025.
  • 240 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.