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 Q2	$2.03M	Sell	23,513 -17,548	-43%	-$1.51M	0.61%	48
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Camarda Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 43% in Q2 2026, selling an estimated $1.51M and leaving 23,513 shares worth $2.03M. The position accounts for 0.61% of the portfolio, ranked #48.

Camarda Financial Advisors first reported a position in TLT in Q3 2014 and has held it in 18 quarters since. The position peaked at $4.81M in Q1 2023. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Camarda Financial Advisors held 23,513 shares of iShares 20+ Year Treasury Bond ETF worth $2.03M as of Q2 2026.
Camarda Financial Advisors sold 17,548 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.51M.
iShares 20+ Year Treasury Bond ETF made up 0.61% of Camarda Financial Advisors's portfolio in Q2 2026, its #48 holding.
Camarda Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and has held it in 18 quarters since.
Camarda Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.81M in Q1 2023.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.