FA
TLT icon

Fiduciary Alliance’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fiduciary Alliance’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 		– Sell
-2,941
Closed -$255K – 581
2026
Q1 		$255K Sell
2,941
-384
-12% -$33.8K 0.02% 481
2025
Q4 		$290K Sell
3,325
-2,115
-39% -$189K 0.02% 426
2025
Q3 		$486K Buy
5,440
+689
+15% +$60.3K 0.03% 349
2025
Q2 		$419K Sell
4,751
-263
-5% -$22.9K 0.03% 343
2025
Q1 		$456K Buy
5,014
+1,672
+50% +$149K 0.04% 268
2024
Q4 		$292K Buy
+3,342
New +$308K 0.03% 291
2023
Q3 		– Sell
-1,109
Closed -$114K – 868
2023
Q2 		$114K Buy
+1,109
New +$115K 0.02% 198
2023
Q1 		– Sell
-675
Closed -$67.2K – 799
2022
Q4 		$67.2K Buy
+675
New +$68K 0.02% 202

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fiduciary Alliance's TLT Position: Q2 2026 in Review

Fiduciary Alliance sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,941 shares — an estimated $255K sold.

Fiduciary Alliance first reported a position in TLT in Q4 2022 and held it in 8 quarters. The position peaked at $486K in Q3 2025. 230 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Fiduciary Alliance reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 2,941 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $255K.
  • Fiduciary Alliance first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
  • Fiduciary Alliance's iShares 20+ Year Treasury Bond ETF position peaked at $486K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.