Ehrlich Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ehrlich Financial Group’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 Q3	$763K	Sell	9,814 -557	-5%	-$45.9K	0.39%	53
2026 Q2	$896K	Sell	10,371 -11	-0.1%	-$945	0.46%	50
2026 Q1	$900K	Buy	10,382 +6,149	+145%	+$541K	0.52%	48
2025 Q4	$369K	Sell	4,233 -7,890	-65%	-$705K	0.21%	82
2025 Q3	$1.08M	Buy	12,123 +342	+3%	+$29.9K	0.64%	45
2025 Q2	$1.04M	Sell	11,781 -2,221	-16%	-$194K	0.67%	42
2025 Q1	$1.27M	Sell	14,002 -24,546	-64%	-$2.19M	0.93%	35
2024 Q4	$3.37M	Buy	38,548 +11,019	+40%	+$1.01M	2.39%	11
2024 Q3	$2.7M	Buy	27,529 +1,507	+6%	+$145K	1.93%	17
2024 Q2	$2.39M	Buy	26,022 +709	+3%	+$64.6K	1.89%	15
2024 Q1	$2.4M	Buy	25,313 +18,623	+278%	+$1.76M	2.02%	15
2023 Q4	$661K	Buy	+6,690	New	+$604K	0.66%	40

Other funds holding TLT

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

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Ehrlich Financial Group's TLT Position: Q3 2026 in Review

Ehrlich Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.4% in Q3 2026, selling an estimated $45.9K and leaving 9,814 shares worth $763K. The position accounts for 0.39% of the portfolio, ranked #53.

Ehrlich Financial Group first reported a position in TLT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.37M in Q4 2024. 280 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Ehrlich Financial Group held 9,814 shares of iShares 20+ Year Treasury Bond ETF worth $763K as of Q3 2026.
Ehrlich Financial Group sold 557 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $45.9K.
iShares 20+ Year Treasury Bond ETF made up 0.39% of Ehrlich Financial Group's portfolio in Q3 2026, its #53 holding.
Ehrlich Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $3.37M in Q4 2024.
280 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.