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AFG Fiduciary Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

AFG Fiduciary Services’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
-87,125
Closed -$7.55M – 84
2026
Q1 		$7.55M Buy
87,125
+33,800
+63% +$2.97M 4.41% 4
2025
Q4 		$4.64M Sell
53,325
-16,800
-24% -$1.5M 2.75% 10
2025
Q3 		$6.26M Buy
70,125
+1,975
+3% +$173K 3.61% 7
2025
Q2 		$6.01M Sell
68,150
-115
-0.2% -$10K 3.84% 7
2025
Q1 		$6.07M Buy
68,265
+24,067
+54% +$2.14M 4.44% 5
2024
Q4 		$3.83M Sell
44,198
-154,118
-78% -$14.2M 2.71% 11
2024
Q3 		$18.6M Buy
198,316
+45,665
+30% +$4.4M 12.51% 2
2024
Q2 		$14.1M Sell
152,651
-11,118
-7% -$1.01M 9.86% 2
2024
Q1 		$15.1M Buy
163,769
+84,449
+106% +$7.99M 11.17% 2
2023
Q4 		$7.71M Sell
79,320
-48,330
-38% -$4.37M 6.27% 2
2023
Q3 		$11.2M Buy
127,650
+5,550
+5% +$533K 9.92% 2
2023
Q2 		$12.4M Buy
122,100
+30,200
+33% +$3.13M 9.31% 2
2023
Q1 		$9.78M Buy
91,900
+37,700
+70% +$3.94M 9.03% 2
2022
Q4 		$5.4M Buy
54,200
+24,200
+81% +$2.44M 5.08% 3
2022
Q3 		$3.07M Buy
+30,000
New +$3.38M 2.9% 9

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
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

AFG Fiduciary Services's TLT Position: Q2 2026 in Review

AFG Fiduciary Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 87,125 shares — an estimated $7.55M sold.

AFG Fiduciary Services first reported a position in TLT in Q3 2022 and held it in 15 quarters. The position peaked at $18.6M in Q3 2024. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • AFG Fiduciary Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AFG Fiduciary Services sold 87,125 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.55M.
  • AFG Fiduciary Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 15 quarters.
  • AFG Fiduciary Services's iShares 20+ Year Treasury Bond ETF position peaked at $18.6M in Q3 2024.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.