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Mayflower Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mayflower Financial Advisors’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 		– Sell
-2,735
Closed -$237K – 508
2026
Q1 		$237K Sell
2,735
-4,147
-60% -$365K 0.03% 401
2025
Q4 		$600K Buy
6,882
+1,758
+34% +$157K 0.07% 221
2025
Q3 		$458K Buy
5,124
+687
+15% +$60.1K 0.06% 264
2025
Q2 		$392K Sell
4,437
-8,179
-65% -$713K 0.05% 272
2025
Q1 		$1.15M Sell
12,616
-16,857
-57% -$1.5M 0.17% 127
2024
Q4 		$2.57M Buy
29,473
+6,964
+31% +$641K 0.38% 61
2024
Q3 		$2.21M Sell
22,509
-3,870
-15% -$373K 0.33% 70
2024
Q2 		$2.42M Buy
26,379
+3,345
+15% +$305K 0.4% 62
2024
Q1 		$2.18M Sell
23,034
-1,478
-6% -$140K 0.36% 67
2023
Q4 		$2.42M Buy
24,512
+11,072
+82% +$1M 0.33% 68
2023
Q3 		$1.19M Buy
13,440
+8,320
+163% +$800K 0.18% 110
2023
Q2 		$527K Buy
5,120
+580
+13% +$60.2K 0.07% 195
2023
Q1 		$483K Buy
4,540
+982
+28% +$103K 0.06% 205
2022
Q4 		$354K Sell
3,558
-1,256
-26% -$127K 0.05% 243
2022
Q3 		$493K Buy
4,814
+2,021
+72% +$228K 0.08% 185
2022
Q2 		$321K Buy
2,793
+592
+27% +$69.7K 0.05% 242
2022
Q1 		$291K Buy
2,201
+850
+63% +$117K 0.04% 276
2021
Q4 		$200K Buy
+1,351
New +$199K 0.03% 321

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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Mayflower Financial Advisors's TLT Position: Q2 2026 in Review

Mayflower Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,735 shares — an estimated $237K sold.

Mayflower Financial Advisors first reported a position in TLT in Q4 2021 and held it in 18 quarters. The position peaked at $2.57M in Q4 2024. 352 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Mayflower Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Mayflower Financial Advisors sold 2,735 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $237K.
  • Mayflower Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 18 quarters.
  • Mayflower Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.57M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.