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 Q2	$331K	Sell	3,826 -2,033	-35%	-$175K	0.06%	256
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Florida Financial Advisors's TLT Position: Q2 2026 in Review

Florida Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 35% in Q2 2026, selling an estimated $175K and leaving 3,826 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #256.

Florida Financial Advisors first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $555K in Q4 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Florida Financial Advisors held 3,826 shares of iShares 20+ Year Treasury Bond ETF worth $331K as of Q2 2026.
Florida Financial Advisors sold 2,033 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $175K.
iShares 20+ Year Treasury Bond ETF made up 0.06% of Florida Financial Advisors's portfolio in Q2 2026, its #256 holding.
Florida Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Florida Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $555K in Q4 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.