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Farther Finance Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Farther Finance 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 		$25.4M Sell
293,397
-10,554
-3% -$906K 0.2% 97
2026
Q1 		$26.2M Buy
303,951
+14,911
+5% +$1.31M 0.25% 85
2025
Q4 		$25.2M Buy
289,040
+46,491
+19% +$4.16M 0.27% 72
2025
Q3 		$21.7M Buy
242,549
+52,351
+28% +$4.58M 0.33% 57
2025
Q2 		$16.8M Buy
190,198
+98,399
+107% +$8.58M 0.34% 56
2025
Q1 		$8.4M Sell
91,799
-2,284
-2% -$203K 0.21% 96
2024
Q4 		$8.22M Sell
94,083
-8,303
-8% -$764K 0.3% 72
2024
Q3 		$10M Buy
102,386
+21,370
+26% +$2.06M 0.38% 48
2024
Q2 		$7.28M Buy
81,016
+10,606
+15% +$966K 0.35% 50
2024
Q1 		$6.52M Buy
70,410
+14,958
+27% +$1.41M 0.4% 47
2023
Q4 		$5.48M Buy
55,452
+17,323
+45% +$1.57M 0.39% 52
2023
Q3 		$3.38M Buy
38,129
+27,407
+256% +$2.63M 0.53% 36
2023
Q2 		$1.1M Buy
10,722
+682
+7% +$70.7K 0.24% 81
2023
Q1 		$1.07M Buy
10,040
+1,976
+25% +$207K 0.31% 61
2022
Q4 		$803K Buy
+8,064
New +$813K 0.31% 65

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Farther Finance Advisors's TLT Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.5% in Q2 2026, selling an estimated $906K and leaving 293,397 shares worth $25.4M. The position accounts for 0.2% of the portfolio, ranked #97.

Farther Finance Advisors first reported a position in TLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.2M in Q1 2026. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Farther Finance Advisors held 293,397 shares of iShares 20+ Year Treasury Bond ETF worth $25.4M as of Q2 2026.
  • Farther Finance Advisors sold 10,554 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $906K.
  • iShares 20+ Year Treasury Bond ETF made up 0.2% of Farther Finance Advisors's portfolio in Q2 2026, its #97 holding.
  • Farther Finance Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $26.2M in Q1 2026.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.