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

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.