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

Camarda 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 		$3.56M Buy
41,061
+22,370
+120% +$1.97M 1.87% 11
2025
Q4 		$1.63M Sell
18,691
-500
-3% -$44.7K 0.62% 52
2025
Q3 		$1.72M Sell
19,191
-21,639
-53% -$1.89M 0.63% 53
2025
Q2 		$3.6M Buy
40,830
+26,745
+190% +$2.33M 1.42% 15
2025
Q1 		$1.28M Sell
14,085
-689
-5% -$61.3K 0.58% 48
2024
Q4 		$1.29M Sell
14,774
-19,655
-57% -$1.81M 0.48% 56
2024
Q3 		$3.38M Buy
34,429
+13,847
+67% +$1.34M 1.27% 19
2024
Q2 		$1.89M Sell
20,582
-7,455
-27% -$679K 0.74% 45
2024
Q1 		$2.65M Buy
28,037
+18,185
+185% +$1.72M 1.07% 22
2023
Q4 		$974K Buy
+9,852
New +$890K 0.42% 55
2023
Q3 		– Sell
-15,699
Closed -$1.62M – 79
2023
Q2 		$1.62M Sell
15,699
-29,489
-65% -$3.06M 0.81% 32
2023
Q1 		$4.81M Buy
45,188
+2,136
+5% +$223K 3.6% 7
2022
Q4 		$4.29M Buy
+43,052
New +$4.34M 4.33% 2
2017
Q1 		– Sell
-500
Closed -$60K – 249
2016
Q4 		$60K Buy
+500
New +$62.6K 0.04% 118
2015
Q2 		– Sell
-1,755
Closed -$229K – 271
2015
Q1 		$229K Buy
1,755
+827
+89% +$108K 0.13% 84
2014
Q4 		$117K Buy
928
+227
+32% +$27.5K 0.07% 91
2014
Q3 		$82K Buy
+701
New +$80.6K 0.06% 101

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

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

Camarda Financial Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 120% in Q1 2026, buying an estimated $1.97M and bringing the position to 41,061 shares worth $3.56M. The position accounts for 1.87% of the portfolio, ranked #11.

Camarda Financial Advisors first reported a position in TLT in Q3 2014 and has held it in 17 quarters since. The position peaked at $4.81M in Q1 2023. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Camarda Financial Advisors held 41,061 shares of iShares 20+ Year Treasury Bond ETF worth $3.56M as of Q1 2026.
  • Camarda Financial Advisors bought 22,370 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.97M.
  • iShares 20+ Year Treasury Bond ETF made up 1.87% of Camarda Financial Advisors's portfolio in Q1 2026, its #11 holding.
  • Camarda Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and has held it in 17 quarters since.
  • Camarda Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.81M in Q1 2023.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.