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

Hobbs 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	$662K	Sell	7,662 -68	-0.9%	-$5.84K	0.17%	90
2026 Q1	$670K	Sell	7,730 -113	-1%	-$9.93K	0.2%	83
2025 Q4	$684K	Sell	7,843 -42	-0.5%	-$3.75K	0.21%	77
2025 Q3	$705K	Sell	7,885 -5,469	-41%	-$478K	0.22%	79
2025 Q2	$1.18M	Sell	13,354 -296	-2%	-$25.8K	0.4%	48
2025 Q1	$1.24M	Sell	13,650 -4,816	-26%	-$429K	0.47%	42
2024 Q4	$1.61M	Buy	18,466 +7,160	+63%	+$659K	0.61%	32
2024 Q3	$1.11M	Buy	11,306 +202	+2%	+$19.5K	0.4%	42
2024 Q2	$1.02M	Buy	+11,104	New	+$1.01M	0.39%	46
2023 Q4	$1.06M	Buy	+10,712	New	+$968K	0.47%	38

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

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

Hobbs Group Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.88% in Q2 2026, selling an estimated $5.84K and leaving 7,662 shares worth $662K. The position accounts for 0.17% of the portfolio, ranked #90.

Hobbs Group Advisors first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Hobbs Group Advisors held 7,662 shares of iShares 20+ Year Treasury Bond ETF worth $662K as of Q2 2026.
Hobbs Group Advisors sold 68 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.84K.
iShares 20+ Year Treasury Bond ETF made up 0.17% of Hobbs Group Advisors's portfolio in Q2 2026, its #90 holding.
Hobbs Group Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.61M in Q4 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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