AFA
TLT icon

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

AllGen Financial 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
Q1 		– Sell
-18,941
Closed -$1.65M – 46
2025
Q4 		$1.65M Sell
18,941
-19,712
-51% -$1.76M 0.39% 23
2025
Q3 		$3.45M Buy
+38,653
New +$3.38M 0.85% 19
2024
Q4 		– Sell
-11,713
Closed -$1.15M – 44
2024
Q3 		$1.15M Sell
11,713
-1,125
-9% -$108K 0.37% 33
2024
Q2 		$1.18M Sell
12,838
-39,049
-75% -$3.56M 0.45% 33
2024
Q1 		$4.91M Sell
51,887
-57,323
-52% -$5.42M 2% 13
2023
Q4 		$10.8M Buy
+109,210
New +$9.87M 5.62% 6
2023
Q3 		– Sell
-72,006
Closed -$7.41M – 34
2023
Q2 		$7.41M Buy
72,006
+16,992
+31% +$1.76M 4.67% 5
2023
Q1 		$5.85M Sell
55,014
-6,883
-11% -$720K 4.09% 5
2022
Q4 		$6.16M Buy
61,897
+55,343
+844% +$5.58M 4.42% 5
2022
Q3 		$671K Buy
6,554
+4,630
+241% +$521K 0.52% 30
2022
Q2 		$221K Buy
+1,924
New +$227K 0.18% 35
2022
Q1 		– Sell
-43,506
Closed -$1.62M – 39
2021
Q4 		$1.62M Buy
+43,506
New +$6.41M 1.2% 23
2021
Q2 		– Sell
-2,900
Closed -$393K – 37
2021
Q1 		$393K Buy
2,900
+109
+4% +$15.8K 0.32% 32
2020
Q4 		$440K Buy
+2,791
New +$443K 0.41% 30

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AllGen Financial Advisors's TLT Position: Q1 2026 in Review

AllGen Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 18,941 shares — an estimated $1.65M sold.

AllGen Financial Advisors first reported a position in TLT in Q4 2020 and held it in 14 quarters. The position peaked at $10.8M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • AllGen Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AllGen Financial Advisors sold 18,941 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.65M.
  • AllGen Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 14 quarters.
  • AllGen Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $10.8M in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.