Diversify Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Diversify Advisory 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	$1.64M	Buy	+19,529	New	+$1.68M	0.03%	481
2026 Q1	–	Sell	-76,675	Closed	-$6.73M	–	798
2025 Q4	$6.73M	Buy	76,675 +3,015	+4%	+$270K	0.21%	76
2025 Q3	$6.61M	Buy	73,660 +18,507	+34%	+$1.62M	0.22%	75
2025 Q2	$4.8M	Buy	55,153 +23,874	+76%	+$2.08M	0.18%	91
2025 Q1	$2.82M	Sell	31,279 -5,870	-16%	-$523K	0.18%	94
2024 Q4	$3.17M	Buy	37,149 +5,205	+16%	+$479K	0.18%	82
2024 Q3	$2.95M	Sell	31,944 -1,570	-5%	-$151K	0.16%	114
2024 Q2	$3.1M	Buy	33,514 +697	+2%	+$63.5K	0.17%	108
2024 Q1	$3.04M	Buy	+32,817	New	+$3.1M	0.18%	123

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

Diversify Advisory Services's TLT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 19,529 shares worth $1.64M. The stake represents 0.03% of the portfolio and ranks #481 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in TLT as recently as Q4 2025.

Diversify Advisory Services first reported a position in TLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.73M in Q4 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Diversify Advisory Services held 19,529 shares of iShares 20+ Year Treasury Bond ETF worth $1.64M as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #481 holding.
Diversify Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $6.73M in Q4 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.