Lloyd Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lloyd Advisory Services’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	$144K	Sell	1,665 -1,101	-40%	-$94.5K	0.06%	151
2026 Q1	$240K	Buy	+2,766	New	+$243K	0.07%	137
2022 Q4	$4.07M	Buy	40,845 +3,822	+10%	+$385K	2.83%	10
2022 Q3	$3.79M	Buy	37,023 +839	+2%	+$94.5K	2.77%	9
2022 Q2	$4.16M	Buy	36,184 +10	+0%	+$1.18K	3.24%	8
2022 Q1	$4.78M	Buy	36,174 +34,032	+1,589%	+$4.69M	2.22%	8
2021 Q4	$317K	Sell	2,142 -390	-15%	-$57.5K	0.15%	57
2021 Q3	$365K	Sell	2,532 -9,399	-79%	-$1.4M	0.19%	44
2021 Q2	$1.72M	Sell	11,931 -37,755	-76%	-$5.27M	0.87%	25
2021 Q1	$6.73M	Sell	49,686 -265,974	-84%	-$38.6M	3.66%	7
2020 Q4	$49.8M	Sell	315,660 -122,690	-28%	-$19.5M	27.23%	1
2020 Q3	$71.5M	Buy	438,350 +62,562	+17%	+$10.4M	43.48%	1
2020 Q2	$61.6M	Buy	375,788 +247,101	+192%	+$40.7M	38.72%	1
2020 Q1	$21.2M	Sell	128,687 -12,663	-9%	-$1.89M	15.69%	2
2019 Q4	$19.2M	Buy	+141,350	New	+$19.7M	17.43%	1

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lloyd Advisory Services's TLT Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 40% in Q2 2026, selling an estimated $94.5K and leaving 1,665 shares worth $144K. The position accounts for 0.06% of the portfolio, ranked #151.

Lloyd Advisory Services first reported a position in TLT in Q4 2019 and has held it in 15 quarters since. The position peaked at $71.5M in Q3 2020. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Lloyd Advisory Services held 1,665 shares of iShares 20+ Year Treasury Bond ETF worth $144K as of Q2 2026.
Lloyd Advisory Services sold 1,101 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $94.5K.
iShares 20+ Year Treasury Bond ETF made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #151 holding.
Lloyd Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 15 quarters since.
Lloyd Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $71.5M in Q3 2020.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.