Level Four Advisory Services’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
$2.13M Sell
24,663
-14
-0.1% -$1.2K 0.06% 295
2026
Q1
$2.14M Sell
24,677
-1,319
-5% -$116K 0.07% 281
2025
Q4
$2.27M Buy
25,996
+9,814
+61% +$877K 0.07% 269
2025
Q3
$1.45M Buy
16,182
+1,153
+8% +$101K 0.05% 328
2025
Q2
$1.33M Sell
15,029
-14,610
-49% -$1.27M 0.05% 330
2025
Q1
$2.7M Sell
29,639
-286
-1% -$25.5K 0.11% 219
2024
Q4
$2.61M Buy
29,925
+24,686
+471% +$2.27M 0.11% 213
2024
Q3
$484K Buy
5,239
+136
+3% +$13.1K 0.02% 516
2024
Q2
$468K Sell
5,103
-120,372
-96% -$11M 0.02% 501
2024
Q1
$12.4M Buy
125,475
+3,071
+3% +$290K 0.68% 20
2023
Q4
$12.1M Buy
122,404
+7,758
+7% +$701K 0.68% 20
2023
Q3
$10.2M Buy
114,646
+8,508
+8% +$818K 0.66% 20
2023
Q2
$10.9M Buy
106,138
+88,457
+500% +$9.18M 0.66% 21
2023
Q1
$1.88M Buy
+17,681
New +$1.85M 0.12% 187
2022
Q2
Sell
-13,592
Closed -$1.79M 657
2022
Q1
$1.79M Buy
13,592
+3,630
+36% +$501K 0.14% 164
2021
Q4
$1.48M Sell
9,962
-2,069
-17% -$305K 0.11% 191
2021
Q3
$1.74M Sell
12,031
-4,170
-26% -$619K 0.18% 137
2021
Q2
$2.34M Buy
16,201
+1,820
+13% +$254K 0.16% 149
2021
Q1
$1.95M Buy
14,381
+3,794
+36% +$550K 0.15% 159
2020
Q4
$1.67M Buy
10,587
+1,064
+11% +$169K 0.13% 165
2020
Q3
$1.55M Buy
9,523
+1,344
+16% +$223K 0.12% 171
2020
Q2
$1.34M Sell
8,179
-696
-8% -$115K 0.1% 207
2020
Q1
$1.46M Buy
8,875
+3,011
+51% +$449K 0.18% 144
2019
Q4
$799K Buy
5,864
+154
+3% +$21.4K 0.03% 308
2019
Q3
$817K Sell
5,710
-3,274
-36% -$455K 0.08% 236
2019
Q2
$1.19M Buy
8,984
+5,021
+127% +$638K 0.12% 173
2019
Q1
$501K Buy
3,963
+245
+7% +$29.8K 0.06% 315
2018
Q4
$452K Buy
+3,718
New +$430K 0.06% 316
2017
Q1
Sell
-1,789
Closed -$213K 515
2016
Q4
$213K Buy
+1,789
New +$224K 0.03% 432

Other funds holding TLT

Level Four Advisory Services's TLT Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.06% in Q2 2026, selling an estimated $1.2K and leaving 24,663 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #295.

Level Four Advisory Services first reported a position in TLT in Q4 2016 and has held it in 29 quarters since. The position peaked at $12.4M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Level Four Advisory Services held 24,663 shares of iShares 20+ Year Treasury Bond ETF worth $2.13M as of Q2 2026.
  • Level Four Advisory Services sold 14 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Level Four Advisory Services's portfolio in Q2 2026, its #295 holding.
  • Level Four Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 29 quarters since.
  • Level Four Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $12.4M in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.