Financial Enhancement Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Enhancement Group’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	$13.1M	Buy	170,442 +93,918	+123%	+$7.75M	1.51%	24
2026 Q2	$6.61M	Buy	+76,524	New	+$6.57M	0.79%	43
2021 Q2	–	Sell	-1,777	Closed	-$241K	–	312
2021 Q1	$241K	Sell	1,777 -1,412	-44%	-$205K	0.05%	83
2020 Q4	$503K	Sell	3,189 -814	-20%	-$129K	0.11%	77
2020 Q3	$654K	Sell	4,003 -836	-17%	-$139K	0.15%	70
2020 Q2	$793K	Buy	+4,839	New	+$797K	0.2%	62
2019 Q2	–	Sell	-20,763	Closed	-$2.63M	–	325
2019 Q1	$2.63M	Buy	20,763 +8,736	+73%	+$1.06M	0.8%	37
2018 Q4	$1.41M	Hold	12,027	–	–	0.44%	43
2018 Q3	$1.41M	Buy	12,027 +3,577	+42%	+$429K	0.44%	43
2018 Q2	$1.03M	Buy	8,450 +2,149	+34%	+$257K	0.35%	38
2018 Q1	$768K	Buy	6,301 +1,287	+26%	+$155K	0.27%	48
2017 Q4	$636K	Buy	5,014 +1,158	+30%	+$145K	0.24%	57
2017 Q3	$481K	Buy	3,856 +163	+4%	+$20.5K	0.19%	48
2017 Q2	$462K	Buy	3,693 +534	+17%	+$66K	0.2%	51
2017 Q1	$381K	Buy	+3,159	New	+$379K	0.17%	53
2016 Q2	–	Sell	-35,855	Closed	-$4.68M	–	48
2016 Q1	$4.68M	Sell	35,855 -21,039	-37%	-$2.69M	3.05%	11
2015 Q4	$6.86M	Buy	56,894 +226	+0.4%	+$27.5K	4.21%	9
2015 Q3	$7M	Sell	56,668 -2	-0%	-$243	4.62%	5
2015 Q2	$6.66M	Buy	+56,670	New	+$6.95M	4.19%	7

Other funds holding TLT

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Financial Enhancement Group's TLT Position: Q3 2026 in Review

Financial Enhancement Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 123% in Q3 2026, buying an estimated $7.75M and bringing the position to 170,442 shares worth $13.1M. The position accounts for 1.51% of the portfolio, ranked #24.

Financial Enhancement Group first reported a position in TLT in Q2 2015 and has held it in 19 quarters since. 108 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Financial Enhancement Group held 170,442 shares of iShares 20+ Year Treasury Bond ETF worth $13.1M as of Q3 2026.
Financial Enhancement Group bought 93,918 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $7.75M.
iShares 20+ Year Treasury Bond ETF made up 1.51% of Financial Enhancement Group's portfolio in Q3 2026, its #24 holding.
Financial Enhancement Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and has held it in 19 quarters since.
108 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.