Intergy Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Intergy Private Wealth’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	$4.24M	Buy	49,050 +6,124	+14%	+$526K	0.98%	22
2026 Q1	$3.72M	Buy	42,926 +3,755	+10%	+$330K	1.09%	20
2025 Q4	$3.41M	Buy	39,171 +922	+2%	+$82.4K	1.03%	22
2025 Q3	$3.42M	Buy	38,249 +1,907	+5%	+$167K	1.07%	22
2025 Q2	$3.21M	Buy	36,342 +454	+1%	+$39.6K	1.09%	21
2025 Q1	$3.27M	Buy	35,888 +43	+0.1%	+$3.83K	1.24%	18
2024 Q4	$3.13M	Buy	35,845 +1,170	+3%	+$108K	1.17%	20
2024 Q3	$3.4M	Buy	34,675 +785	+2%	+$75.7K	1.3%	17
2024 Q2	$3.11M	Buy	33,890 +20,429	+152%	+$1.86M	1.28%	17
2024 Q1	$1.27M	Buy	+13,461	New	+$1.27M	0.52%	33
2022 Q2	–	Sell	-12,397	Closed	-$1.64M	–	67
2022 Q1	$1.64M	Buy	12,397 +6,071	+96%	+$837K	1.14%	17
2021 Q4	$937K	Buy	+6,326	New	+$932K	0.73%	29

Other funds holding TLT

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

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

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Intergy Private Wealth's TLT Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q2 2026, buying an estimated $526K and bringing the position to 49,050 shares worth $4.24M. The position accounts for 0.98% of the portfolio, ranked #22.

Intergy Private Wealth first reported a position in TLT in Q4 2021 and has held it in 12 quarters since. 205 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Intergy Private Wealth held 49,050 shares of iShares 20+ Year Treasury Bond ETF worth $4.24M as of Q2 2026.
Intergy Private Wealth bought 6,124 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $526K.
iShares 20+ Year Treasury Bond ETF made up 0.98% of Intergy Private Wealth's portfolio in Q2 2026, its #22 holding.
Intergy Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
205 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.