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FPC Investment Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

FPC Investment Advisory’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 		$10.7M Buy
127,051
+3,813
+3% +$327K 5.07% 6
2026
Q1 		$10.7M Buy
123,238
+5,372
+5% +$472K 5.33% 5
2025
Q4 		$10.3M Buy
117,866
+6,886
+6% +$616K 5.63% 5
2025
Q3 		$9.92M Buy
110,980
+744
+0.7% +$65.1K 5.95% 5
2025
Q2 		$9.63M Buy
110,236
+2,706
+3% +$236K 6.02% 5
2025
Q1 		$9.38M Buy
107,530
+15,103
+16% +$1.34M 6.44% 5
2024
Q4 		$8.11M Sell
92,427
-11,730
-11% -$1.08M 5.93% 7
2024
Q3 		$9.88M Buy
104,157
+2,017
+2% +$195K 8.38% 4
2024
Q2 		$9.62M Buy
102,140
+5,489
+6% +$500K 8.66% 4
2024
Q1 		$8.54M Buy
+96,651
New +$9.14M 8.42% 3

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

FPC Investment Advisory's TLT Position: Q2 2026 in Review

FPC Investment Advisory increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.1% in Q2 2026, buying an estimated $327K and bringing the position to 127,051 shares worth $10.7M. The position accounts for 5.07% of the portfolio, ranked #6.

FPC Investment Advisory first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • FPC Investment Advisory held 127,051 shares of iShares 20+ Year Treasury Bond ETF worth $10.7M as of Q2 2026.
  • FPC Investment Advisory bought 3,813 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $327K.
  • iShares 20+ Year Treasury Bond ETF made up 5.07% of FPC Investment Advisory's portfolio in Q2 2026, its #6 holding.
  • FPC Investment Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on FPC Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.