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 Q3	–	Sell	-7,065	Closed	-$611K	–	250
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

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

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

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

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

Optivise Advisory Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 7,065 shares — an estimated $611K sold.

Optivise Advisory Services first reported a position in TLT in Q2 2024 and held it in 5 quarters. The position peaked at $889K in Q1 2025. 331 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Optivise Advisory Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Optivise Advisory Services sold 7,065 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $611K.
Optivise Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $889K in Q1 2025.
331 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

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