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

IFG 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	$588K	Buy	+6,803	New	+$584K	0.02%	565
2026 Q1	–	Sell	-5,628	Closed	-$491K	–	824
2025 Q4	$491K	Buy	5,628 +153	+3%	+$13.7K	0.02%	512
2025 Q3	$489K	Sell	5,475 -232	-4%	-$20.3K	0.02%	495
2025 Q2	$504K	Sell	5,707 -662	-10%	-$57.7K	0.03%	468
2025 Q1	$580K	Sell	6,369 -3,832	-38%	-$341K	0.03%	412
2024 Q4	$891K	Buy	+10,201	New	+$939K	0.05%	317
2024 Q3	–	Sell	-10,310	Closed	-$946K	–	596
2024 Q2	$946K	Buy	+10,310	New	+$939K	0.06%	291
2024 Q1	–	Sell	-7,446	Closed	-$736K	–	559
2023 Q4	$736K	Buy	7,446 +1,473	+25%	+$133K	0.05%	301
2023 Q3	$530K	Buy	+5,973	New	+$574K	0.04%	329

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

IFG Advisory's TLT Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 6,803 shares worth $588K. The stake represents 0.02% of the portfolio and ranks #565 among its holdings. This is a return to the name: IFG Advisory previously reported a position in TLT as recently as Q4 2025.

IFG Advisory first reported a position in TLT in Q3 2023 and has held it in 9 quarters since. The position peaked at $946K in Q2 2024. 1,045 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

IFG Advisory held 6,803 shares of iShares 20+ Year Treasury Bond ETF worth $588K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new IFG Advisory position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #565 holding.
IFG Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
IFG Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $946K in Q2 2024.
1,045 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.