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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
Q1 		– Sell
-1,500
Closed -$131K – 793
2024
Q4 		$131K Buy
+1,500
New +$138K 0.01% 718
2024
Q3 		– Sell
-5,300
Closed -$486K – 812
2024
Q2 		$486K Buy
+5,300
New +$483K 0.03% 439
2023
Q2 		– Sell
-75,999
Closed -$8.08M – 776
2023
Q1 		$8.08M Buy
+75,999
New +$7.95M 0.58% 31

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 $187B AUM 21.7% 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. 1,096 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.
  • 1,096 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.