Miller Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Miller Financial 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 Q3	$5.03M	Buy	64,667 +11,376	+21%	+$938K	3.81%	3
2026 Q2	$4.61M	Buy	53,291 +7,443	+16%	+$639K	3.71%	3
2026 Q1	$3.97M	Buy	45,848 +4,928	+12%	+$433K	4.35%	2
2025 Q4	$3.57M	Buy	40,920 +5,197	+15%	+$465K	4.18%	3
2025 Q3	$3.19M	Buy	35,723 +11,583	+48%	+$1.01M	3.69%	4
2025 Q2	$2.13M	Buy	24,140 +3,688	+18%	+$322K	2.72%	8
2025 Q1	$1.86M	Sell	20,452 -13,180	-39%	-$1.17M	2.68%	7
2024 Q4	$2.94M	Buy	+33,632	New	+$3.1M	2.48%	5

Other funds holding TLT

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Miller Financial Services's TLT Position: Q3 2026 in Review

Miller Financial Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 21% in Q3 2026, buying an estimated $938K and bringing the position to 64,667 shares worth $5.03M. The position accounts for 3.81% of the portfolio, ranked #3.

Miller Financial Services first reported a position in TLT in Q4 2024 and has held it in 8 quarters since. 364 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Miller Financial Services held 64,667 shares of iShares 20+ Year Treasury Bond ETF worth $5.03M as of Q3 2026.
Miller Financial Services bought 11,376 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $938K.
iShares 20+ Year Treasury Bond ETF made up 3.81% of Miller Financial Services's portfolio in Q3 2026, its #3 holding.
Miller Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
364 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.