Intrua Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Intrua Financial’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	$849K	Sell	9,830 -425	-4%	-$36.5K	0.08%	188
2026 Q1	$889K	Sell	10,255 -1,724	-14%	-$152K	0.09%	172
2025 Q4	$1.04M	Sell	11,979 -19,941	-62%	-$1.78M	0.11%	145
2025 Q3	$2.85M	Buy	31,920 +9,638	+43%	+$843K	0.31%	61
2025 Q2	$1.97M	Buy	22,282 +5,773	+35%	+$503K	0.26%	71
2025 Q1	$1.5M	Buy	16,509 +6,364	+63%	+$567K	0.22%	86
2024 Q4	$886K	Sell	10,145 -417	-4%	-$38.4K	0.14%	122
2024 Q3	$1.04M	Sell	10,562 -6,207	-37%	-$599K	0.15%	120
2024 Q2	$1.54M	Sell	16,769 -13,324	-44%	-$1.21M	0.23%	88
2024 Q1	$2.85M	Buy	+30,093	New	+$2.85M	0.41%	50
2023 Q4	–	Sell	-10,501	Closed	-$931K	–	416
2023 Q3	$931K	Buy	+10,501	New	+$1.01M	0.16%	124
2021 Q4	–	Sell	-1,391	Closed	-$206K	–	389
2021 Q3	$206K	Sell	1,391 -105	-7%	-$15.6K	0.04%	351
2021 Q2	$219K	Buy	+1,496	New	+$209K	0.05%	278

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Intrua Financial's TLT Position: Q2 2026 in Review

Intrua Financial reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.1% in Q2 2026, selling an estimated $36.5K and leaving 9,830 shares worth $849K. The position accounts for 0.08% of the portfolio, ranked #188.

Intrua Financial first reported a position in TLT in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.85M in Q3 2025. 404 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Intrua Financial held 9,830 shares of iShares 20+ Year Treasury Bond ETF worth $849K as of Q2 2026.
Intrua Financial sold 425 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $36.5K.
iShares 20+ Year Treasury Bond ETF made up 0.08% of Intrua Financial's portfolio in Q2 2026, its #188 holding.
Intrua Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and has held it in 13 quarters since.
Intrua Financial's iShares 20+ Year Treasury Bond ETF position peaked at $2.85M in Q3 2025.
404 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.