CFA
TLT icon

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

Cahill 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
Q2 		$209K Sell
2,416
-1,915
-44% -$164K 0.02% 290
2026
Q1 		$375K Buy
4,331
+140
+3% +$12.3K 0.04% 211
2025
Q4 		$365K Buy
4,191
+486
+13% +$43.5K 0.04% 213
2025
Q3 		$331K Sell
3,705
-499
-12% -$43.6K 0.04% 221
2025
Q2 		$371K Buy
4,204
+169
+4% +$14.7K 0.05% 202
2025
Q1 		$367K Sell
4,035
-35,069
-90% -$3.12M 0.05% 195
2024
Q4 		$3.41M Buy
39,104
+2,037
+5% +$187K 0.46% 39
2024
Q3 		$3.64M Buy
37,067
+14,219
+62% +$1.37M 0.5% 35
2024
Q2 		$2.1M Buy
22,848
+779
+4% +$71K 0.29% 69
2024
Q1 		$2.09M Sell
22,069
-2,995
-12% -$283K 0.28% 70
2023
Q4 		$2.48M Buy
25,064
+4,109
+20% +$371K 0.37% 56
2023
Q3 		$1.86M Buy
+20,955
New +$2.01M 0.31% 68

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cahill Financial Advisors's TLT Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 44% in Q2 2026, selling an estimated $164K and leaving 2,416 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #290.

Cahill Financial Advisors first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q3 2024. 763 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cahill Financial Advisors held 2,416 shares of iShares 20+ Year Treasury Bond ETF worth $209K as of Q2 2026.
  • Cahill Financial Advisors sold 1,915 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $164K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • Cahill Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Cahill Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.64M in Q3 2024.
  • 763 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.