Cardiff Park Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cardiff Park 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	$355K	Buy	4,111 +525	+15%	+$45.1K	0.03%	203
2026 Q1	$311K	Buy	3,586 +25	+0.7%	+$2.2K	0.02%	227
2025 Q4	$310K	Buy	3,561 +70	+2%	+$6.26K	0.03%	212
2025 Q3	$312K	Buy	3,491 +858	+33%	+$75K	0.02%	229
2025 Q2	$232K	Buy	2,633 +778	+42%	+$67.8K	0.02%	246
2025 Q1	$169K	Buy	1,855 +186	+11%	+$16.6K	0.02%	264
2024 Q4	$146K	Buy	1,669 +756	+83%	+$69.6K	0.01%	266
2024 Q3	$89.6K	Buy	913 +8	+0.9%	+$771	0.01%	283
2024 Q2	$83K	Buy	+905	New	+$82.5K	0.01%	277
2022 Q3	–	Sell	-6,000	Closed	-$689K	–	333
2022 Q2	$689K	Buy	+6,000	New	+$707K	0.1%	105

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

Cardiff Park Advisors's TLT Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q2 2026, buying an estimated $45.1K and bringing the position to 4,111 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #203.

Cardiff Park Advisors first reported a position in TLT in Q2 2022 and has held it in 10 quarters since. The position peaked at $689K in Q2 2022. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Cardiff Park Advisors held 4,111 shares of iShares 20+ Year Treasury Bond ETF worth $355K as of Q2 2026.
Cardiff Park Advisors bought 525 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $45.1K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q2 2026, its #203 holding.
Cardiff Park Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 10 quarters since.
Cardiff Park Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $689K in Q2 2022.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.