Commonwealth Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Commonwealth Financial 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 Q3	$267K	Sell	3,436 -388	-10%	-$32K	0.05%	199
2026 Q2	$330K	Sell	3,824 -618	-14%	-$53.1K	0.04%	197
2026 Q1	$385K	Sell	4,442 -77,757	-95%	-$6.84M	0.06%	146
2025 Q4	$7.16M	Sell	82,199 -318	-0.4%	-$28.4K	1.18%	26
2025 Q3	$7.37M	Buy	82,517 +5,401	+7%	+$472K	1.26%	26
2025 Q2	$6.81M	Buy	+77,116	New	+$6.72M	1.31%	27
2025 Q1	–	Sell	-8,558	Closed	-$747K	–	211
2024 Q4	$747K	Buy	8,558 +2,796	+49%	+$257K	0.15%	80
2024 Q3	$567K	Sell	5,762 -139,102	-96%	-$13.4M	0.11%	95
2024 Q2	$13.4M	Buy	144,864 +23,347	+19%	+$2.13M	2.76%	9
2024 Q1	$12M	Sell	121,517 -485	-0.4%	-$45.9K	2.83%	9
2023 Q4	$12.1M	Sell	122,002 -7,688	-6%	-$695K	2.84%	9
2023 Q3	$11.5M	Buy	+129,690	New	+$12.5M	3.42%	5

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

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Commonwealth Financial Services's TLT Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q3 2026, selling an estimated $32K and leaving 3,436 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #199.

Commonwealth Financial Services first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.4M in Q2 2024. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Commonwealth Financial Services held 3,436 shares of iShares 20+ Year Treasury Bond ETF worth $267K as of Q3 2026.
Commonwealth Financial Services sold 388 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $32K.
iShares 20+ Year Treasury Bond ETF made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #199 holding.
Commonwealth Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $13.4M in Q2 2024.
227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.