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 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 $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFG Advisory's TLT Position: Q1 2026 in Review

IFG Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 5,628 shares — an estimated $491K sold.

IFG Advisory first reported a position in TLT in Q3 2023 and held it in 8 quarters. The position peaked at $946K in Q2 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

IFG Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 5,628 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $491K.
IFG Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 8 quarters.
IFG Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $946K in Q2 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.