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

Fortis 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	$219K	Buy	2,529 +18	+0.7%	+$1.58K	0.11%	116
2025 Q4	$219K	Buy	+2,511	New	+$225K	0.12%	118
2024 Q2	–	Sell	-40,919	Closed	-$3.87M	–	101
2024 Q1	$3.87M	Buy	40,919 +44	+0.1%	+$4.16K	2.59%	10
2023 Q4	$4.04M	Sell	40,875 -1,822	-4%	-$165K	2.88%	8
2023 Q3	$3.79M	Buy	+42,697	New	+$4.1M	2.85%	8
2023 Q2	–	Sell	-32	Closed	-$3.4K	–	235
2023 Q1	$3.4K	Buy	+32	New	+$3.35K	﹤0.01%	237

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortis Advisors's TLT Position: Q1 2026 in Review

Fortis Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.72% in Q1 2026, buying an estimated $1.58K and bringing the position to 2,529 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #116.

Fortis Advisors first reported a position in TLT in Q1 2023 and has held it in 6 quarters since. The position peaked at $4.04M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Fortis Advisors held 2,529 shares of iShares 20+ Year Treasury Bond ETF worth $219K as of Q1 2026.
Fortis Advisors bought 18 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.58K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of Fortis Advisors's portfolio in Q1 2026, its #116 holding.
Fortis Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 6 quarters since.
Fortis Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.04M in Q4 2023.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.