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

FORM 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 Q3	$17.9M	Buy	230,087 +50,187	+28%	+$4.14M	2%	11
2026 Q2	$15.5M	Sell	179,900 -65,264	-27%	-$5.6M	1.71%	11
2026 Q1	$21.3M	Buy	245,164 +98,487	+67%	+$8.66M	2.49%	11
2025 Q4	$12.8M	Buy	+146,677	New	+$13.1M	1.5%	12
2025 Q2	$13.1M	Buy	148,747 +48,550	+48%	+$4.23M	1.59%	12
2025 Q1	$9.12M	Buy	+100,197	New	+$8.92M	1.24%	16

Other funds holding TLT

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

FNY Investment Advisers New York $402M AUM 85.36% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

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

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

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

FORM Wealth Advisors's TLT Position: Q3 2026 in Review

FORM Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 28% in Q3 2026, buying an estimated $4.14M and bringing the position to 230,087 shares worth $17.9M. The position accounts for 2% of the portfolio, ranked #11.

FORM Wealth Advisors first reported a position in TLT in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.3M in Q1 2026. 240 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

FORM Wealth Advisors held 230,087 shares of iShares 20+ Year Treasury Bond ETF worth $17.9M as of Q3 2026.
FORM Wealth Advisors bought 50,187 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $4.14M.
iShares 20+ Year Treasury Bond ETF made up 2% of FORM Wealth Advisors's portfolio in Q3 2026, its #11 holding.
FORM Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $21.3M in Q1 2026.
240 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.