Dynamic Advisor Solutions
TLT icon

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
2021
Q3 		– Sell
-2,000
Closed -$2K – 810
2021
Q2 		$2K Buy
+2,000
New +$279K ﹤0.01% 747

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Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Dynamic Advisor Solutions's TLT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.1% in Q3 2026, selling an estimated $40.2K and leaving 15,133 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #423.

Dynamic Advisor Solutions first reported a position in TLT in Q4 2013 and has held it in 40 quarters since. The position peaked at $13.2M in Q1 2020. 172 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Dynamic Advisor Solutions held 15,133 shares of iShares 20+ Year Treasury Bond ETF worth $1.18M as of Q3 2026.
  • Dynamic Advisor Solutions sold 488 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $40.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #423 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and has held it in 40 quarters since.
  • Dynamic Advisor Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $13.2M in Q1 2020.
  • 172 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.