Kovack Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $942K | Buy |
11,007
+1,777
| +19% | +$153K | 0.05% | 403 |
|
|
2026
Q1 | $797K | Sell |
9,230
-13,326
| -59% | -$1.17M | 0.04% | 444 |
|
|
2025
Q4 | $1.97M | Buy |
22,556
+19,330
| +599% | +$1.73M | 0.09% | 208 |
|
|
2025
Q3 | $288K | Sell |
3,226
-358
| -10% | -$31.3K | 0.03% | 473 |
|
|
2025
Q2 | $316K | Sell |
3,584
-116
| -3% | -$10.1K | 0.03% | 447 |
|
|
2025
Q1 | $337K | Sell |
3,700
-3,138
| -46% | -$279K | 0.04% | 396 |
|
|
2024
Q4 | $597K | Buy |
6,838
+239
| +4% | +$22K | 0.06% | 270 |
|
|
2024
Q3 | $647K | Sell |
6,599
-64
| -1% | -$6.17K | 0.07% | 248 |
|
|
2024
Q2 | $612K | Buy |
+6,663
| New | +$607K | 0.07% | 259 |
|
|
2024
Q1 | – | Sell |
-4,010
| Closed | -$396K | – | 597 |
|
|
2023
Q4 | $396K | Buy |
4,010
+1,064
| +36% | +$96.1K | 0.05% | 357 |
|
|
2023
Q3 | $261K | Buy |
2,946
+615
| +26% | +$59.1K | 0.04% | 426 |
|
|
2023
Q2 | $240K | Sell |
2,331
-12,718
| -85% | -$1.32M | 0.03% | 468 |
|
|
2023
Q1 | $1.6M | Sell |
15,049
-9,457
| -39% | -$989K | 0.22% | 104 |
|
|
2022
Q4 | $2.44M | Buy |
+24,506
| New | +$2.47M | 0.36% | 56 |
|
|
2022
Q3 | – | Sell |
-8,342
| Closed | -$958K | – | 634 |
|
|
2022
Q2 | $958K | Buy |
+8,342
| New | +$982K | 0.13% | 170 |
|
|
2022
Q1 | – | Sell |
-1,683
| Closed | -$249K | – | 821 |
|
|
2021
Q4 | $249K | Buy |
+1,683
| New | +$248K | 0.02% | 586 |
|
|
2021
Q1 | – | Sell |
-1,785
| Closed | -$281K | – | 702 |
|
|
2020
Q4 | $281K | Buy |
+1,785
| New | +$283K | 0.04% | 431 |
|
|
2020
Q2 | – | Sell |
-2,798
| Closed | -$462K | – | 533 |
|
|
2020
Q1 | $462K | Sell |
2,798
-837
| -23% | -$125K | 0.11% | 202 |
|
|
2019
Q4 | $493K | Sell |
3,635
-2,624
| -42% | -$365K | 0.09% | 248 |
|
|
2019
Q3 | $895K | Buy |
6,259
+1,123
| +22% | +$156K | 0.18% | 140 |
|
|
2019
Q2 | $682K | Buy |
+5,136
| New | +$652K | 0.16% | 159 |
|
|
2018
Q2 | – | Sell |
-7,820
| Closed | -$953K | – | 525 |
|
|
2018
Q1 | $953K | Buy |
7,820
+8
| +0.1% | +$966 | 0.24% | 99 |
|
|
2017
Q4 | $991K | Buy |
7,812
+4,503
| +136% | +$565K | 0.25% | 95 |
|
|
2017
Q3 | $413K | Sell |
3,309
-1,432
| -30% | -$180K | 0.14% | 182 |
|
|
2017
Q2 | $593K | Buy |
+4,741
| New | +$586K | 0.19% | 141 |
|
|
2016
Q3 | – | Sell |
-2,246
| Closed | -$312K | – | 305 |
|
|
2016
Q2 | $312K | Buy |
2,246
+127
| +6% | +$16.7K | 0.17% | 149 |
|
|
2016
Q1 | $277K | Buy |
+2,119
| New | +$271K | 0.17% | 147 |
|
Other funds holding TLT
Kovack Advisors's TLT Position: Q2 2026 in Review
Kovack Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 19% in Q2 2026, buying an estimated $153K and bringing the position to 11,007 shares worth $942K. The position accounts for 0.05% of the portfolio, ranked #403.
Kovack Advisors first reported a position in TLT in Q1 2016 and has held it in 27 quarters since. The position peaked at $2.44M in Q4 2022. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.
- Kovack Advisors held 11,007 shares of iShares 20+ Year Treasury Bond ETF worth $942K as of Q2 2026.
- Kovack Advisors bought 1,777 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $153K.
- iShares 20+ Year Treasury Bond ETF made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #403 holding.
- Kovack Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 27 quarters since.
- Kovack Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.44M in Q4 2022.
- 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.