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

Fortis Group 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	$4.86M	Buy	56,218 +15,241	+37%	+$1.31M	0.78%	34
2026 Q1	$3.51M	Buy	40,977 +387	+1%	+$34K	0.58%	44
2025 Q4	$3.54M	Sell	40,590 -60,175	-60%	-$5.38M	0.59%	42
2025 Q3	$9.1M	Buy	100,765 +41,325	+70%	+$3.61M	1.57%	11
2025 Q2	$5.17M	Sell	59,440 -23,993	-29%	-$2.09M	0.94%	26
2025 Q1	$7.59M	Buy	83,433 +80,326	+2,585%	+$7.15M	1.47%	13
2024 Q4	$271K	Sell	3,107 -99,880	-97%	-$9.19M	0.05%	169
2024 Q3	$10.1M	Buy	102,987 +37,222	+57%	+$3.59M	1.87%	11
2024 Q2	$6.04M	Sell	65,765 -10,310	-14%	-$939K	1.2%	27
2024 Q1	$7.2M	Buy	76,075 +71,444	+1,543%	+$6.76M	1.33%	21
2023 Q4	$493K	Buy	4,631 +5	+0.1%	+$452	0.12%	76
2023 Q3	$492K	Sell	4,626 -4,573	-50%	-$440K	0.15%	69
2023 Q2	$947K	Sell	9,199 -114	-1%	-$11.8K	0.25%	62
2023 Q1	$991K	Buy	+9,313	New	+$974K	0.3%	46
2020 Q3	$18.5M	Buy	+113,430	New	+$18.8M	3.59%	7

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Fortis Group Advisors's TLT Position: Q2 2026 in Review

Fortis Group Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 37% in Q2 2026, buying an estimated $1.31M and bringing the position to 56,218 shares worth $4.86M. The position accounts for 0.78% of the portfolio, ranked #34.

Fortis Group Advisors first reported a position in TLT in Q3 2020 and has held it in 15 quarters since. The position peaked at $18.5M in Q3 2020. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Fortis Group Advisors held 56,218 shares of iShares 20+ Year Treasury Bond ETF worth $4.86M as of Q2 2026.
Fortis Group Advisors bought 15,241 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.31M.
iShares 20+ Year Treasury Bond ETF made up 0.78% of Fortis Group Advisors's portfolio in Q2 2026, its #34 holding.
Fortis Group Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $18.5M in Q3 2020.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.