Intergy Private Wealth
TLT icon

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
Q3 		$4.25M Buy
54,614
+5,564
+11% +$459K 0.95% 22
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

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Intergy Private Wealth's TLT Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q3 2026, buying an estimated $459K and bringing the position to 54,614 shares worth $4.25M. The position accounts for 0.95% of the portfolio, ranked #22.

Intergy Private Wealth first reported a position in TLT in Q4 2021 and has held it in 13 quarters since. 204 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Intergy Private Wealth held 54,614 shares of iShares 20+ Year Treasury Bond ETF worth $4.25M as of Q3 2026.
  • Intergy Private Wealth bought 5,564 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $459K.
  • iShares 20+ Year Treasury Bond ETF made up 0.95% of Intergy Private Wealth's portfolio in Q3 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 13 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.