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 Q3	$473K	Sell	6,077 -726	-11%	-$59.9K	0.02%	635
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

IFG Advisory's TLT Position: Q3 2026 in Review

IFG Advisory reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q3 2026, selling an estimated $59.9K and leaving 6,077 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #635.

IFG Advisory first reported a position in TLT in Q3 2023 and has held it in 10 quarters since. The position peaked at $946K in Q2 2024. 614 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

IFG Advisory held 6,077 shares of iShares 20+ Year Treasury Bond ETF worth $473K as of Q3 2026.
IFG Advisory sold 726 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $59.9K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of IFG Advisory's portfolio in Q3 2026, its #635 holding.
IFG Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
IFG Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $946K in Q2 2024.
614 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.