Cresta Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cresta Advisors’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	$311K	Sell	4,000 -7,085	-64%	-$584K	0.14%	46
2026 Q2	$958K	Hold	11,085	–	–	0.34%	34
2026 Q1	$961K	Hold	11,085	–	–	0.39%	34
2025 Q4	$966K	Hold	11,085	–	–	0.41%	32
2025 Q3	$991K	Sell	11,085 -500	-4%	-$43.7K	0.44%	30
2025 Q2	$1.02M	Sell	11,585 -560	-5%	-$48.8K	0.5%	30
2025 Q1	$1.11M	Sell	12,145 -9,900	-45%	-$881K	0.57%	29
2024 Q4	$2.16M	Hold	22,045	–	–	1.13%	21
2024 Q3	$2.16M	Buy	22,045 +1,000	+5%	+$96.4K	1.13%	21
2024 Q2	$1.93M	Buy	21,045 +5,000	+31%	+$456K	1.15%	22
2024 Q1	$1.52M	Buy	16,045 +1,500	+10%	+$142K	0.96%	22
2023 Q4	$1.44M	Buy	+14,545	New	+$1.31M	0.96%	23

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

Cresta Advisors's TLT Position: Q3 2026 in Review

Cresta Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 64% in Q3 2026, selling an estimated $584K and leaving 4,000 shares worth $311K. The position accounts for 0.14% of the portfolio, ranked #46.

Cresta Advisors first reported a position in TLT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q4 2024. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Cresta Advisors held 4,000 shares of iShares 20+ Year Treasury Bond ETF worth $311K as of Q3 2026.
Cresta Advisors sold 7,085 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $584K.
iShares 20+ Year Treasury Bond ETF made up 0.14% of Cresta Advisors's portfolio in Q3 2026, its #46 holding.
Cresta Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Cresta Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.16M in Q4 2024.
227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.