CFS Investment Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

CFS Investment Advisory Services’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	$1.6M	Buy	18,666 +73	+0.4%	+$6.27K	0.11%	154
2026 Q1	$1.62M	Buy	18,593 +1,177	+7%	+$103K	0.11%	144
2025 Q4	$1.52M	Sell	17,416 -274	-2%	-$24.5K	0.11%	143
2025 Q3	$1.62M	Sell	17,690 -9,956	-36%	-$871K	0.12%	139
2025 Q2	$2.44M	Buy	27,646 +11,149	+68%	+$972K	0.2%	96
2025 Q1	$1.5M	Sell	16,497 -77,305	-82%	-$6.88M	0.13%	132
2024 Q4	$8.19M	Buy	93,802 +4,458	+5%	+$410K	0.73%	30
2024 Q3	$8.77M	Sell	89,344 -5,181	-5%	-$500K	0.74%	29
2024 Q2	$8.68M	Buy	+94,525	New	+$8.61M	0.7%	31
2023 Q3	–	Sell	-12,817	Closed	-$1.32M	–	246
2023 Q2	$1.32M	Buy	+12,817	New	+$1.33M	0.17%	103
2022 Q3	–	Sell	-8,184	Closed	-$940K	–	356
2022 Q2	$940K	Sell	8,184 -435,607	-98%	-$51.3M	0.14%	129
2022 Q1	$3K	Buy	443,791 +442,204	+27,864%	+$61M	0.01%	259
2021 Q4	$226K	Buy	+1,587	New	+$234K	0.03%	205
2020 Q4	$425K	Buy	+2,693	New	+$428K	0.07%	143

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

CFS Investment Advisory Services's TLT Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.39% in Q2 2026, buying an estimated $6.27K and bringing the position to 18,666 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #154.

CFS Investment Advisory Services first reported a position in TLT in Q4 2020 and has held it in 14 quarters since. The position peaked at $8.77M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

CFS Investment Advisory Services held 18,666 shares of iShares 20+ Year Treasury Bond ETF worth $1.6M as of Q2 2026.
CFS Investment Advisory Services bought 73 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $6.27K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of CFS Investment Advisory Services's portfolio in Q2 2026, its #154 holding.
CFS Investment Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
CFS Investment Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $8.77M in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.