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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
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

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Commonwealth Financial Services's TLT Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q2 2026, selling an estimated $53.1K and leaving 3,824 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #197.

Commonwealth Financial Services first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.4M in Q2 2024. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Commonwealth Financial Services held 3,824 shares of iShares 20+ Year Treasury Bond ETF worth $330K as of Q2 2026.
  • Commonwealth Financial Services sold 618 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $53.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #197 holding.
  • Commonwealth Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Commonwealth Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $13.4M in Q2 2024.
  • 156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.