Annex Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Annex Advisory 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 Q3	$203K	Sell	2,609 -261	-9%	-$21.5K	﹤0.01%	370
2026 Q2	$248K	Sell	2,870 -1,456	-34%	-$125K	﹤0.01%	320
2026 Q1	$375K	Sell	4,326 -98	-2%	-$8.62K	0.01%	284
2025 Q4	$386K	Sell	4,424 -653	-13%	-$58.4K	0.01%	269
2025 Q3	$454K	Sell	5,077 -3,391	-40%	-$297K	0.01%	224
2025 Q2	$747K	Sell	8,468 -7,712	-48%	-$672K	0.02%	183
2025 Q1	$1.47M	Sell	16,180 -13,146	-45%	-$1.17M	0.04%	139
2024 Q4	$2.56M	Sell	29,326 -3,558	-11%	-$327K	0.08%	111
2024 Q3	$3.23M	Sell	32,884 -2,506,022	-99%	-$242M	0.1%	96
2024 Q2	$233M	Buy	2,538,906 +2,516,950	+11,464%	+$229M	8.21%	3
2024 Q1	$2.08M	Sell	21,956 -1,266,760	-98%	-$120M	0.07%	102
2023 Q4	$127M	Buy	1,288,716 +54,792	+4%	+$4.95M	5.32%	1
2023 Q3	$109M	Buy	+1,233,924	New	+$119M	6.62%	2

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Annex Advisory Services's TLT Position: Q3 2026 in Review

Annex Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.1% in Q3 2026, selling an estimated $21.5K and leaving 2,609 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Annex Advisory Services first reported a position in TLT in Q3 2023 and has held it in 13 quarters since. The position peaked at $233M in Q2 2024. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Annex Advisory Services held 2,609 shares of iShares 20+ Year Treasury Bond ETF worth $203K as of Q3 2026.
Annex Advisory Services sold 261 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $21.5K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #370 holding.
Annex Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
Annex Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $233M in Q2 2024.
227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.