FFA
TLT icon

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
Q3 		$12.2M Sell
157,182
-136,215
-46% -$11.2M 0.09% 195
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

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Farther Finance Advisors's TLT Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 46% in Q3 2026, selling an estimated $11.2M and leaving 157,182 shares worth $12.2M. The position accounts for 0.09% of the portfolio, ranked #195.

Farther Finance Advisors first reported a position in TLT in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.2M in Q1 2026. 46 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Farther Finance Advisors held 157,182 shares of iShares 20+ Year Treasury Bond ETF worth $12.2M as of Q3 2026.
  • Farther Finance Advisors sold 136,215 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $11.2M.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of Farther Finance Advisors's portfolio in Q3 2026, its #195 holding.
  • Farther Finance Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $26.2M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.