Beacon Financial Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Beacon Financial Advisory’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
2025 Q4	–	Sell	-2,284	Closed	-$204K	–	404
2025 Q3	$204K	Buy	+2,284	New	+$200K	0.05%	364
2025 Q2	–	Sell	-2,555	Closed	-$233K	–	367
2025 Q1	$233K	Sell	2,555 -1,080	-30%	-$96.1K	0.07%	291
2024 Q4	$317K	Sell	3,635 -1,493	-29%	-$137K	0.1%	217
2024 Q3	$503K	Buy	5,128 +1,374	+37%	+$132K	0.17%	156
2024 Q2	$345K	Sell	3,754 -746	-17%	-$68K	0.13%	192
2024 Q1	$426K	Buy	4,500 +1,393	+45%	+$132K	0.21%	135
2023 Q4	$307K	Sell	3,107 -55	-2%	-$4.97K	0.15%	182
2023 Q3	$280K	Buy	+3,162	New	+$304K	0.15%	180

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Financial Advisory's TLT Position: Q4 2025 in Review

Beacon Financial Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,284 shares — an estimated $204K sold.

Beacon Financial Advisory first reported a position in TLT in Q3 2023 and held it in 8 quarters. The position peaked at $503K in Q3 2024. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Beacon Financial Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Beacon Financial Advisory sold 2,284 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $204K.
Beacon Financial Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 8 quarters.
Beacon Financial Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $503K in Q3 2024.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.