IA
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IFP Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

IFP 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 		$38.6M Sell
446,710
-109,400
-20% -$9.39M 0.7% 19
2026
Q1 		$48.2M Buy
556,110
+75,428
+16% +$6.63M 1% 10
2025
Q4 		$41.9M Buy
480,682
+354,906
+282% +$31.7M 0.94% 13
2025
Q3 		$11.2M Sell
125,776
-100,117
-44% -$8.76M 0.29% 66
2025
Q2 		$19.9M Buy
225,893
+177,767
+369% +$15.5M 0.57% 34
2025
Q1 		$4.38M Buy
48,126
+10,329
+27% +$919K 0.14% 164
2024
Q4 		$3.3M Buy
37,797
+5,928
+19% +$546K 0.11% 205
2024
Q3 		$3.13M Sell
31,869
-223,994
-88% -$21.6M 0.11% 198
2024
Q2 		$23.5M Sell
255,863
-88,293
-26% -$8.05M 0.93% 14
2024
Q1 		$32.6M Buy
344,156
+15,417
+5% +$1.46M 1.43% 4
2023
Q4 		$32.5M Buy
328,739
+148,731
+83% +$13.4M 1.53% 4
2023
Q3 		$16M Sell
180,008
-114,399
-39% -$11M 0.72% 27
2023
Q2 		$30.3M Buy
294,407
+126,093
+75% +$13.1M 1.27% 5
2023
Q1 		$21.3M Buy
168,314
+145,867
+650% +$15.3M 0.93% 12
2022
Q4 		$2.87M Sell
22,447
-27,725
-55% -$2.79M 0.08% 271
2022
Q3 		$6.4M Buy
50,172
+7,943
+19% +$894K 0.17% 120
2022
Q2 		$5.38M Hold
42,229
– – 0.17% 127
2022
Q1 		$5.38M Sell
42,229
-102,100
-71% -$14.1M 0.17% 127
2021
Q4 		$21.4M Buy
144,329
+12,406
+9% +$1.83M 0.42% 27
2021
Q3 		$19.1M Buy
131,923
+131,192
+17,947% +$19.5M 0.38% 28
2021
Q2 		$100K Sell
731
-11
-1% -$1.53K ﹤0.01% 1245
2021
Q1 		$101K Sell
742
-10,302
-93% -$1.49M ﹤0.01% 1175
2020
Q4 		$1.73M Sell
11,044
-62,495
-85% -$9.92M 0.07% 233
2020
Q3 		$12M Buy
73,539
+14,736
+25% +$2.44M 0.71% 22
2020
Q2 		$9.66M Buy
58,803
+16,464
+39% +$2.71M 0.77% 20
2020
Q1 		$6.91M Sell
42,339
-2,599
-6% -$387K 0.7% 24
2019
Q4 		$6.17M Sell
44,938
-1,819
-4% -$253K 0.46% 37
2019
Q3 		$6.67M Buy
+46,757
New +$6.5M 0.45% 47
2019
Q1 		$2.16M Sell
17,080
-27,843
-62% -$3.39M 0.3% 80
2018
Q4 		$5.44M Sell
44,923
-7,730
-15% -$895K 0.33% 64
2018
Q3 		$6.17M Buy
52,653
+20,287
+63% +$2.44M 0.25% 84
2018
Q2 		$3.94M Buy
32,366
+8,688
+37% +$1.04M 0.17% 144
2018
Q1 		$3M Hold
23,678
– – 0.14% 171
2017
Q4 		$3M Buy
23,678
+257
+1% +$32.3K 0.14% 171
2017
Q3 		$2.92M Buy
+23,421
New +$2.94M 0.12% 193
2017
Q2 		– Sell
-26,582
Closed -$3.21M – 4210
2017
Q1 		$3.21M Sell
26,582
-590
-2% -$70.8K 0.14% 164
2016
Q4 		$3.24M Sell
27,172
-16,486
-38% -$2.06M 0.16% 149
2016
Q3 		$6M Sell
43,658
-19,335
-31% -$2.68M 0.31% 62
2016
Q2 		$8.75M Buy
62,993
+45,913
+269% +$6.06M 0.49% 36
2016
Q1 		$2.16M Buy
17,080
+1,345
+9% +$172K 0.3% 80
2015
Q4 		$1.9M Buy
+15,735
New +$1.92M 0.13% 170

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

IFP Advisors's TLT Position: Q2 2026 in Review

IFP Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q2 2026, selling an estimated $9.39M and leaving 446,710 shares worth $38.6M. The position accounts for 0.7% of the portfolio, ranked #19.

IFP Advisors first reported a position in TLT in Q4 2015 and has held it in 41 quarters since. The position peaked at $48.2M in Q1 2026. 244 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • IFP Advisors held 446,710 shares of iShares 20+ Year Treasury Bond ETF worth $38.6M as of Q2 2026.
  • IFP Advisors sold 109,400 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.39M.
  • iShares 20+ Year Treasury Bond ETF made up 0.7% of IFP Advisors's portfolio in Q2 2026, its #19 holding.
  • IFP Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • IFP Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $48.2M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.