Investor's Fiduciary Advisor Network’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Investor's Fiduciary Advisor Network’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 Q1	–	Sell	-2,603	Closed	-$226K	–	302
2025 Q4	$226K	Buy	+2,603	New	+$233K	0.05%	258
2025 Q3	–	Sell	-2,338	Closed	-$206K	–	242
2025 Q2	$206K	Sell	2,338 -4,044	-63%	-$353K	0.08%	214
2025 Q1	$580K	Sell	6,382 -62	-1%	-$5.52K	0.27%	93
2024 Q4	$562K	Buy	+6,444	New	+$593K	0.22%	110

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investor's Fiduciary Advisor Network's TLT Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,603 shares — an estimated $226K sold.

Investor's Fiduciary Advisor Network first reported a position in TLT in Q4 2024 and held it in 4 quarters. The position peaked at $580K in Q1 2025. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 2,603 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $226K.
Investor's Fiduciary Advisor Network first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
Investor's Fiduciary Advisor Network's iShares 20+ Year Treasury Bond ETF position peaked at $580K in Q1 2025.
1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.