Client 1st Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Client 1st Advisory Group’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 Q3	$595K	Buy	7,645 +4,159	+119%	+$343K	0.15%	70
2026 Q2	$301K	Buy	+3,486	New	+$299K	0.08%	112
2025 Q3	–	Sell	-2,321	Closed	-$205K	–	147
2025 Q2	$205K	Sell	2,321 -13,282	-85%	-$1.16M	0.07%	125
2025 Q1	$1.42M	Sell	15,603 -885	-5%	-$78.8K	0.55%	25
2024 Q4	$1.44M	Buy	16,488 +2,656	+19%	+$244K	0.55%	25
2024 Q3	$1.36M	Buy	13,832 +2,561	+23%	+$247K	0.54%	28
2024 Q2	$1.03M	Buy	11,271 +2,094	+23%	+$191K	0.45%	34
2024 Q1	$868K	Buy	9,177 +3,012	+49%	+$285K	0.39%	35
2023 Q4	$610K	Sell	6,165 -97	-2%	-$8.76K	0.3%	45
2023 Q3	$555K	Buy	+6,262	New	+$602K	0.29%	47

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Client 1st Advisory Group's TLT Position: Q3 2026 in Review

Client 1st Advisory Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 119% in Q3 2026, buying an estimated $343K and bringing the position to 7,645 shares worth $595K. The position accounts for 0.15% of the portfolio, ranked #70.

Client 1st Advisory Group first reported a position in TLT in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2024. 204 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Client 1st Advisory Group held 7,645 shares of iShares 20+ Year Treasury Bond ETF worth $595K as of Q3 2026.
Client 1st Advisory Group bought 4,159 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $343K.
iShares 20+ Year Treasury Bond ETF made up 0.15% of Client 1st Advisory Group's portfolio in Q3 2026, its #70 holding.
Client 1st Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
Client 1st Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.44M in Q4 2024.
204 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.