Elevated Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Elevated Capital Advisors’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	$544K	Sell	6,296 -27	-0.4%	-$2.32K	0.15%	118
2026 Q1	$548K	Hold	6,323	–	–	0.14%	166
2025 Q4	$551K	Hold	6,323	–	–	0.13%	188
2025 Q3	$565K	Hold	6,323	–	–	0.14%	184
2025 Q2	$576K	Hold	6,323	–	–	0.16%	176
2025 Q1	$576K	Buy	6,323 +960	+18%	+$85.5K	0.16%	176
2024 Q4	$468K	Buy	+5,363	New	+$494K	0.13%	196
2021 Q1	–	Sell	-8,078	Closed	-$1.27M	–	174
2020 Q4	$1.27M	Sell	8,078 -60	-0.7%	-$9.53K	0.55%	52
2020 Q3	$1.26M	Sell	8,138 -38	-0.5%	-$6.3K	0.59%	48
2020 Q2	$1.35M	Buy	+8,176	New	+$1.35M	0.64%	48

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elevated Capital Advisors's TLT Position: Q2 2026 in Review

Elevated Capital Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.43% in Q2 2026, selling an estimated $2.32K and leaving 6,296 shares worth $544K. The position accounts for 0.15% of the portfolio, ranked #118.

Elevated Capital Advisors first reported a position in TLT in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.35M in Q2 2020. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Elevated Capital Advisors held 6,296 shares of iShares 20+ Year Treasury Bond ETF worth $544K as of Q2 2026.
Elevated Capital Advisors sold 27 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.32K.
iShares 20+ Year Treasury Bond ETF made up 0.15% of Elevated Capital Advisors's portfolio in Q2 2026, its #118 holding.
Elevated Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 10 quarters since.
Elevated Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.35M in Q2 2020.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.