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

Coordinated 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
Q1 		$399K Buy
4,598
+201
+5% +$17.7K 0.23% 118
2025
Q4 		$383K Buy
4,397
+802
+22% +$71.7K 0.22% 119
2025
Q3 		$321K Sell
3,595
-48
-1% -$4.2K 0.21% 123
2025
Q2 		$322K Sell
3,643
-300
-8% -$26.2K 0.22% 114
2025
Q1 		$359K Sell
3,943
-405
-9% -$36.1K 0.28% 100
2024
Q4 		$380K Buy
+4,348
New +$400K 0.3% 94
2024
Q2 		$369K Buy
4,020
+484
+14% +$44.1K 0.32% 87
2024
Q1 		$335K Buy
+3,536
New +$334K 0.29% 83

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coordinated Financial Services's TLT Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.6% in Q1 2026, buying an estimated $17.7K and bringing the position to 4,598 shares worth $399K. The position accounts for 0.23% of the portfolio, ranked #118.

Coordinated Financial Services first reported a position in TLT in Q1 2024 and has held it in 8 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Coordinated Financial Services held 4,598 shares of iShares 20+ Year Treasury Bond ETF worth $399K as of Q1 2026.
  • Coordinated Financial Services bought 201 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $17.7K.
  • iShares 20+ Year Treasury Bond ETF made up 0.23% of Coordinated Financial Services's portfolio in Q1 2026, its #118 holding.
  • Coordinated Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.