NWF Advisory Services
TLT icon

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

NWF 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
Q3 		– Sell
-2,370
Closed -$205K – 476
2026
Q2 		$205K Sell
2,370
-307
-11% -$26.4K 0.02% 399
2026
Q1 		$232K Sell
2,677
-110
-4% -$9.7K 0.03% 338
2025
Q4 		$243K Buy
+2,787
New +$249K 0.03% 326
2025
Q3 		– Sell
-2,642
Closed -$233K – 459
2025
Q2 		$233K Sell
2,642
-77
-3% -$6.71K 0.03% 347
2025
Q1 		$248K Sell
2,719
-26,311
-91% -$2.34M 0.03% 279
2024
Q4 		$2.54M Sell
29,030
-7,675
-21% -$706K 0.37% 50
2024
Q3 		$3.6M Buy
36,705
+5,315
+17% +$513K 0.52% 44
2024
Q2 		$2.88M Buy
31,390
+3,499
+13% +$319K 0.46% 47
2024
Q1 		$2.64M Buy
27,891
+15,665
+128% +$1.48M 0.44% 51
2023
Q4 		$1.21M Buy
+12,226
New +$1.1M 0.24% 80
2023
Q3 		– Sell
-13,310
Closed -$1.37M – 302
2023
Q2 		$1.37M Hold
13,310
– – 0.32% 63
2023
Q1 		$1.37M Buy
+13,310
New +$1.39M 0.32% 63

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

NWF Advisory Services's TLT Position: Q3 2026 in Review

NWF Advisory Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 2,370 shares — an estimated $205K sold.

NWF Advisory Services first reported a position in TLT in Q1 2023 and held it in 12 quarters. The position peaked at $3.6M in Q3 2024. 248 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • NWF Advisory Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • NWF Advisory Services sold 2,370 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $205K.
  • NWF Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 12 quarters.
  • NWF Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $3.6M in Q3 2024.
  • 248 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.