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 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 $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cardiff Park Advisors's TLT Position: Q1 2026 in Review

Cardiff Park Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.7% in Q1 2026, buying an estimated $2.2K and bringing the position to 3,586 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #227.

Cardiff Park Advisors first reported a position in TLT in Q2 2022 and has held it in 9 quarters since. The position peaked at $689K in Q2 2022. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Cardiff Park Advisors held 3,586 shares of iShares 20+ Year Treasury Bond ETF worth $311K as of Q1 2026.
Cardiff Park Advisors bought 25 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.2K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #227 holding.
Cardiff Park Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 9 quarters since.
Cardiff Park Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $689K in Q2 2022.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.