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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
Q2 		– Sell
-2,529
Closed -$219K – 128
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fortis Advisors's TLT Position: Q2 2026 in Review

Fortis Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,529 shares — an estimated $219K sold.

Fortis Advisors first reported a position in TLT in Q1 2023 and held it in 6 quarters. The position peaked at $4.04M in Q4 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Fortis Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Fortis Advisors sold 2,529 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $219K.
  • Fortis Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
  • Fortis Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.04M in Q4 2023.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.