Foster Victor Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Foster Victor 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 Q1	–	Sell	-2,880	Closed	-$253K	–	254
2025 Q4	$253K	Buy	+2,880	New	+$258K	0.01%	215
2021 Q4	–	Sell	-36,919	Closed	-$5.33M	–	155
2021 Q3	$5.33M	Buy	36,919 +764	+2%	+$113K	0.85%	43
2021 Q2	$5.22M	Buy	36,155 +908	+3%	+$127K	0.87%	37
2021 Q1	$4.88M	Buy	35,247 +7,884	+29%	+$1.14M	0.91%	37
2020 Q4	$4.32M	Buy	27,363 +1,929	+8%	+$306K	0.98%	37
2020 Q3	$4.15M	Buy	25,434 +5,066	+25%	+$840K	1.13%	34
2020 Q2	$3.34M	Sell	20,368 -9,898	-33%	-$1.63M	1.11%	34
2020 Q1	$5.18M	Buy	30,266 +27,964	+1,215%	+$4.17M	2.27%	7
2019 Q4	$315K	Buy	+2,302	New	+$320K	0.14%	84

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Foster Victor Wealth Advisors's TLT Position: Q1 2026 in Review

Foster Victor Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,880 shares — an estimated $253K sold.

Foster Victor Wealth Advisors first reported a position in TLT in Q4 2019 and held it in 9 quarters. The position peaked at $5.33M in Q3 2021. 1,098 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Foster Victor Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Foster Victor Wealth Advisors sold 2,880 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $253K.
Foster Victor Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
Foster Victor Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.33M in Q3 2021.
1,098 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.