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Florida Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Florida Financial 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 		$508K Buy
5,859
+1,228
+27% +$108K 0.12% 167
2025
Q4 		$404K Sell
4,631
-1,152
-20% -$103K 0.11% 171
2025
Q3 		$517K Buy
5,783
+827
+17% +$72.3K 0.16% 141
2025
Q2 		$437K Buy
4,956
+2,310
+87% +$201K 0.15% 155
2025
Q1 		$241K Sell
2,646
-3,710
-58% -$330K 0.1% 213
2024
Q4 		$555K Buy
6,356
+1,011
+19% +$93.1K 0.25% 82
2024
Q3 		$524K Buy
+5,345
New +$515K 0.27% 71

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

Florida Financial Advisors's TLT Position: Q1 2026 in Review

Florida Financial Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 27% in Q1 2026, buying an estimated $108K and bringing the position to 5,859 shares worth $508K. The position accounts for 0.12% of the portfolio, ranked #167.

Florida Financial Advisors first reported a position in TLT in Q3 2024 and has held it in 7 quarters since. The position peaked at $555K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Florida Financial Advisors held 5,859 shares of iShares 20+ Year Treasury Bond ETF worth $508K as of Q1 2026.
  • Florida Financial Advisors bought 1,228 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $108K.
  • iShares 20+ Year Treasury Bond ETF made up 0.12% of Florida Financial Advisors's portfolio in Q1 2026, its #167 holding.
  • Florida Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Florida Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $555K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.