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Dynamic Advisor Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Dynamic Advisor Solutions’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 		$1.35M Sell
15,621
-3,525
-18% -$303K 0.04% 416
2026
Q1 		$1.66M Sell
19,146
-12,946
-40% -$1.14M 0.05% 356
2025
Q4 		$1.93M Buy
32,092
+4,711
+17% +$421K 0.06% 300
2025
Q3 		$2.45M Sell
27,381
-1,607
-6% -$141K 0.07% 280
2025
Q2 		$2.56M Sell
28,988
-16,870
-37% -$1.47M 0.08% 254
2025
Q1 		$4.17M Sell
45,858
-49,686
-52% -$4.42M 0.14% 177
2024
Q4 		$8.34M Sell
95,544
-38,552
-29% -$3.55M 0.36% 65
2024
Q3 		$13.2M Buy
134,096
+17,226
+15% +$1.66M 0.39% 59
2024
Q2 		$10.7M Sell
116,870
-4,346
-4% -$396K 0.34% 67
2024
Q1 		$11.5M Buy
121,216
+14,999
+14% +$1.42M 0.39% 60
2023
Q4 		$10.2M Buy
106,217
+37,959
+56% +$3.43M 0.38% 60
2023
Q3 		$6.05M Buy
68,258
+53,986
+378% +$5.19M 0.29% 92
2023
Q2 		$1.47M Sell
14,272
-43
-0.3% -$4.46K 0.08% 269
2023
Q1 		$1.52M Buy
14,315
+5,923
+71% +$620K 0.09% 251
2022
Q4 		$836K Sell
8,392
-1,585
-16% -$160K 0.06% 314
2022
Q3 		$1.02M Sell
9,977
-12,616
-56% -$1.42M 0.08% 245
2022
Q2 		$2.6M Sell
22,593
-17,229
-43% -$2.03M 0.2% 124
2022
Q1 		$5.26M Sell
39,822
-942
-2% -$130K 0.37% 62
2021
Q4 		$6.04M Buy
40,764
+32,521
+395% +$4.79M 0.43% 49
2021
Q3 		$1.19M Sell
8,243
-28,801
-78% -$4.28M 0.09% 251
2021
Q2 		$5.35M Buy
37,044
+36,320
+5,017% +$5.07M 0.42% 52
2021
Q1 		$98K Buy
+724
New +$105K 0.01% 647
2020
Q4 		– Sell
-80,685
Closed -$13.2M – 722
2020
Q3 		$13.2M Buy
80,685
+5,232
+7% +$868K 1.5% 9
2020
Q2 		$12.4M Sell
75,453
-4,606
-6% -$758K 1.67% 6
2020
Q1 		$13.2M Buy
80,059
+22,152
+38% +$3.3M 2.41% 4
2019
Q4 		$7.84M Buy
57,907
+738
+1% +$103K 1.07% 12
2019
Q3 		$8.18M Buy
57,169
+4,555
+9% +$633K 1.27% 9
2019
Q2 		$6.99M Buy
52,614
+25,993
+98% +$3.3M 1.12% 11
2019
Q1 		$3.37M Buy
+26,621
New +$3.24M 0.64% 35
2018
Q3 		– Sell
-3,151
Closed -$384K – 434
2018
Q2 		$384K Buy
3,151
+1,321
+72% +$158K 0.09% 259
2018
Q1 		$223K Buy
+1,830
New +$221K 0.06% 313
2016
Q4 		– Sell
-5,789
Closed -$796K – 239
2016
Q3 		$796K Sell
5,789
-164
-3% -$22.8K 0.3% 102
2016
Q2 		$827K Sell
5,953
-610
-9% -$80.4K 0.34% 83
2016
Q1 		$857K Buy
+6,563
New +$841K 0.36% 72
2015
Q2 		– Sell
-1,778
Closed -$232K – 186
2015
Q1 		$232K Buy
1,778
+99
+6% +$12.9K 0.12% 174
2014
Q4 		$211K Buy
+1,679
New +$204K 0.11% 176
2014
Q3 		– Sell
-2,521
Closed -$286K – 217
2014
Q2 		$286K Sell
2,521
-607
-19% -$67.7K 0.17% 156
2014
Q1 		$341K Buy
3,128
+59
+2% +$6.3K 0.23% 141
2013
Q4 		$313K Buy
+3,069
New +$321K 0.23% 145

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

Dynamic Advisor Solutions's TLT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q2 2026, selling an estimated $303K and leaving 15,621 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #416.

Dynamic Advisor Solutions first reported a position in TLT in Q4 2013 and has held it in 39 quarters since. The position peaked at $13.2M in Q1 2020. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Dynamic Advisor Solutions held 15,621 shares of iShares 20+ Year Treasury Bond ETF worth $1.35M as of Q2 2026.
  • Dynamic Advisor Solutions sold 3,525 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $303K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #416 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and has held it in 39 quarters since.
  • Dynamic Advisor Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $13.2M in Q1 2020.
  • 156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.