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

Optivise 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	$611K	Buy	+7,065	New	+$607K	0.31%	94
2025 Q2	–	Sell	-9,765	Closed	-$889K	–	220
2025 Q1	$889K	Buy	9,765 +5,910	+153%	+$526K	0.5%	49
2024 Q4	$337K	Sell	3,855 -176	-4%	-$16.2K	0.18%	114
2024 Q3	$395K	Buy	4,031 +34	+0.9%	+$3.28K	0.21%	96
2024 Q2	$367K	Buy	+3,997	New	+$364K	0.2%	111

Other funds holding TLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TVPW

Third View Private Wealth Westport, Connecticut $814M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Optivise Advisory Services opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 7,065 shares worth $611K. The stake represents 0.31% of the portfolio and ranks #94 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in TLT as recently as Q1 2025.

Optivise Advisory Services first reported a position in TLT in Q2 2024 and has held it in 5 quarters since. The position peaked at $889K in Q1 2025. 315 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Optivise Advisory Services held 7,065 shares of iShares 20+ Year Treasury Bond ETF worth $611K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Optivise Advisory Services position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.31% of Optivise Advisory Services's portfolio in Q2 2026, its #94 holding.
Optivise Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
Optivise Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $889K in Q1 2025.
315 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.