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 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FORM Wealth Advisors's TLT Position: Q2 2026 in Review

FORM Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 27% in Q2 2026, selling an estimated $5.6M and leaving 179,900 shares worth $15.5M. The position accounts for 1.71% of the portfolio, ranked #11.

FORM Wealth Advisors first reported a position in TLT in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.3M in Q1 2026. 230 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

FORM Wealth Advisors held 179,900 shares of iShares 20+ Year Treasury Bond ETF worth $15.5M as of Q2 2026.
FORM Wealth Advisors sold 65,264 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.6M.
iShares 20+ Year Treasury Bond ETF made up 1.71% of FORM Wealth Advisors's portfolio in Q2 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 5 quarters since.
FORM Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $21.3M in Q1 2026.
230 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.