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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
2025
Q2 		– Sell
-16,500
Closed -$1.44M – 395
2025
Q1 		$1.44M Buy
+16,500
New +$1.47M 0.21% 87

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
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. 405 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.
  • 405 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.