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
2025 Q1	–	Sell	-82,000	Closed	-$70.5K	–	885
2024 Q4	$70.5K	Buy	+82,000	New	+$7.55M	﹤0.01%	644
2021 Q2	–	Sell	-167,800	Closed	-$385K	–	812
2021 Q1	$385K	Buy	+167,800	New	+$24.3M	0.04%	441
2020 Q2	–	Sell	-38,400	Closed	-$48K	–	589
2020 Q1	$48K	Buy	+38,400	New	+$5.72M	0.01%	466

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

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 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

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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.