Horizon Financial Services
TLT icon

Horizon Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Horizon Financial Services’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
Q3 		– Sell
-202
Closed -$17.5K – 654
2026
Q2 		$17.5K Buy
+202
New +$17.3K 0.01% 270

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BlackRock
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Rafferty Asset Management
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Bank of Montreal
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Morgan Stanley
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Citigroup
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UBS Group
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
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Horizon Financial Services's TLT Position: Q3 2026 in Review

Horizon Financial Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 202 shares — an estimated $17.5K sold.

Horizon Financial Services first reported a position in TLT in Q2 2026 and held it in 1 quarter. The position peaked at $17.5K in Q2 2026. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Horizon Financial Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Horizon Financial Services sold 202 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $17.5K.
  • Horizon Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • Horizon Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $17.5K in Q2 2026.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.