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 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%	-$8.77K	0.3%	45
2023 Q3	$555K	Buy	+6,262	New	+$602K	0.29%	47

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

Client 1st Advisory Group's TLT Position: Q2 2026 in Review

Client 1st Advisory Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 3,486 shares worth $301K. The stake represents 0.08% of the portfolio and ranks #112 among its holdings. This is a return to the name: Client 1st Advisory Group previously reported a position in TLT as recently as Q2 2025.

Client 1st Advisory Group first reported a position in TLT in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Client 1st Advisory Group held 3,486 shares of iShares 20+ Year Treasury Bond ETF worth $301K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Client 1st Advisory Group position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.08% of Client 1st Advisory Group's portfolio in Q2 2026, its #112 holding.
Client 1st Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
Client 1st Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.44M in Q4 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.