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Financial Advocates Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$902K Sell
10,091
-36,321
-78% -$3.18M 0.51% 52
2025
Q2 		$4.1M Buy
46,412
+2,958
+7% +$258K 0.33% 70
2025
Q1 		$3.96M Buy
43,454
+2,180
+5% +$194K 0.28% 78
2024
Q4 		$3.6M Buy
41,274
+21,651
+110% +$1.99M 0.21% 106
2024
Q3 		$2.03M Sell
19,623
-36,902
-65% -$3.56M 0.12% 181
2024
Q2 		$5.19M Buy
56,525
+26,725
+90% +$2.44M 0.32% 69
2024
Q1 		$3.26M Sell
29,800
-3,390
-10% -$321K 0.19% 124
2023
Q4 		$3.38M Sell
33,190
-9,588
-22% -$866K 0.22% 110
2023
Q3 		$3.72M Sell
42,778
-31,820
-43% -$3.06M 0.27% 92
2023
Q2 		$7.68M Buy
+74,598
New +$7.74M 0.55% 37
2023
Q1 		– Sell
-75,206
Closed -$7.87M – 816
2022
Q4 		$7.49M Sell
75,206
-5,813
-7% -$586K 0.56% 36
2022
Q3 		$8.21M Buy
81,019
+54,816
+209% +$6.17M 0.68% 27
2022
Q2 		$3.01M Buy
26,203
+3,702
+16% +$436K 0.24% 105
2022
Q1 		$2.97M Buy
22,501
+6,000
+36% +$828K 0.2% 123
2021
Q4 		$2.19M Buy
16,501
+4,703
+40% +$693K 0.14% 180
2021
Q3 		$1.74M Sell
11,798
-735
-6% -$109K 0.12% 212
2021
Q2 		$1.91M Buy
12,533
+7,468
+147% +$1.04M 0.13% 194
2021
Q1 		$612K Buy
5,065
+2,544
+101% +$369K 0.04% 432
2020
Q4 		$343K Sell
2,521
-1,061
-30% -$168K 0.02% 535
2020
Q3 		$585K Sell
3,582
-10,283
-74% -$1.71M 0.05% 345
2020
Q2 		$1.64M Buy
13,865
+1,845
+15% +$304K 0.16% 164
2020
Q1 		$626K Sell
12,020
-996
-8% -$148K 0.09% 239
2019
Q4 		$1.76M Sell
13,016
-10,991
-46% -$1.53M 0.19% 135
2019
Q3 		$3.44M Buy
24,007
+7,525
+46% +$1.05M 0.39% 64
2019
Q2 		$2.19M Sell
16,482
-32,425
-66% -$4.12M 0.25% 107
2019
Q1 		$6.18M Buy
48,907
+23,784
+95% +$2.89M 0.77% 22
2018
Q4 		$3.05M Buy
25,123
+6,951
+38% +$805K 0.42% 64
2018
Q3 		$2.13M Buy
+18,172
New +$2.18M 0.24% 102
2018
Q1 		– Sell
-20,561
Closed -$2.61M – 533
2017
Q4 		$2.61M Buy
+20,561
New +$2.58M 0.36% 68

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Advocates Investment Management's TLT Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 78% in Q3 2025, selling an estimated $3.18M and leaving 10,091 shares worth $902K. The position accounts for 0.51% of the portfolio, ranked #52.

Financial Advocates Investment Management first reported a position in TLT in Q4 2017 and has held it in 29 quarters since. The position peaked at $8.21M in Q3 2022. 1,095 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Financial Advocates Investment Management held 10,091 shares of iShares 20+ Year Treasury Bond ETF worth $902K as of Q3 2025.
  • Financial Advocates Investment Management sold 36,321 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $3.18M.
  • iShares 20+ Year Treasury Bond ETF made up 0.51% of Financial Advocates Investment Management's portfolio in Q3 2025, its #52 holding.
  • Financial Advocates Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 29 quarters since.
  • Financial Advocates Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.21M in Q3 2022.
  • 1,095 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.