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

Fortis Capital 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
2025 Q2	–	Sell	-3,418	Closed	-$311K	–	286
2025 Q1	$311K	Sell	3,418 -34,993	-91%	-$3.12M	0.06%	202
2024 Q4	$3.71M	Buy	38,411 +2,600	+7%	+$239K	1.27%	11
2024 Q3	$3.51M	Buy	+35,811	New	+$3.45M	1.17%	11
2023 Q2	–	Sell	-4,205	Closed	-$447K	–	572
2023 Q1	$447K	Buy	4,205 +4,182	+18,183%	+$438K	0.24%	61
2022 Q4	$2.29K	Buy	+23	New	+$2.32K	﹤0.01%	573

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Fortis Capital Advisors's TLT Position: Q2 2025 in Review

Fortis Capital Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 3,418 shares — an estimated $311K sold.

Fortis Capital Advisors first reported a position in TLT in Q4 2022 and held it in 5 quarters. The position peaked at $3.71M in Q4 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Fortis Capital Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Fortis Capital Advisors sold 3,418 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $311K.
Fortis Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
Fortis Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.71M in Q4 2024.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.