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Flagship Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Flagship Wealth 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
Q1 		$2.21K Buy
+25
New +$2.2K ﹤0.01% 333
2025
Q4 		– Sell
-81
Closed -$7.24K – 435
2025
Q3 		$7.24K Buy
81
+56
+224% +$4.9K ﹤0.01% 349
2025
Q2 		$2.21K Buy
+25
New +$2.18K ﹤0.01% 348

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Flagship Wealth Advisors's TLT Position: Q1 2026 in Review

Flagship Wealth Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 25 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in TLT as recently as Q3 2025.

Flagship Wealth Advisors first reported a position in TLT in Q2 2025 and has held it in 3 quarters since. The position peaked at $7.24K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Flagship Wealth Advisors held 25 shares of iShares 20+ Year Treasury Bond ETF worth $2.21K as of Q1 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Flagship Wealth Advisors position in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #333 holding.
  • Flagship Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Flagship Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $7.24K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.