Archford Capital Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Archford Capital Strategies’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	-25,535	Closed	-$2.23M	–	375
2025 Q4	$2.23M	Buy	+25,535	New	+$2.28M	0.26%	86
2019 Q2	–	Sell	-3	Closed	–	–	570
2019 Q1	$0	Buy	+3	New	+$365	﹤0.01%	538
2017 Q1	–	Sell	-78	Closed	-$9K	–	767
2016 Q4	$9K	Hold	78	–	–	﹤0.01%	382
2016 Q3	$10K	Hold	78	–	–	﹤0.01%	370
2016 Q2	$11K	Buy	+78	New	+$10.3K	0.01%	388
2016 Q1	–	Sell	-78	Closed	-$10K	–	559
2015 Q4	$10K	Hold	78	–	–	﹤0.01%	451
2015 Q3	$10K	Hold	78	–	–	0.01%	341
2015 Q2	$9K	Hold	78	–	–	0.01%	337
2015 Q1	$10.2K	Sell	78 -46	-37%	-$6K	0.01%	333
2014 Q4	$16K	Hold	124	–	–	0.01%	315
2014 Q3	$14K	Hold	124	–	–	0.01%	329
2014 Q2	$14.1K	Sell	124 -6	-5%	-$669	0.01%	361
2014 Q1	$14.2K	Buy	+130	New	+$13.9K	0.01%	370

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Archford Capital Strategies's TLT Position: Q1 2026 in Review

Archford Capital Strategies sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 25,535 shares — an estimated $2.23M sold.

Archford Capital Strategies first reported a position in TLT in Q1 2014 and held it in 13 quarters. The position peaked at $2.23M in Q4 2025. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Archford Capital Strategies reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Archford Capital Strategies sold 25,535 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.23M.
Archford Capital Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and held it in 13 quarters.
Archford Capital Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $2.23M in Q4 2025.
1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Archford Capital Strategies's 13F filing for Q1 2026, filed 15 Apr 2026.