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Patriot Financial Group Insurance Agency’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Patriot Financial Group Insurance Agency’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
-2,762
Closed -$239K – 672
2026
Q1 		$239K Sell
2,762
-2,386
-46% -$210K 0.01% 621
2025
Q4 		$449K Sell
5,148
-1,636
-24% -$146K 0.05% 310
2025
Q3 		$606K Buy
+6,784
New +$593K 0.08% 254
2025
Q1 		– Sell
-7,407
Closed -$647K – 530
2024
Q4 		$647K Buy
7,407
+809
+12% +$74.5K 0.09% 244
2024
Q3 		$647K Sell
6,598
-1,022
-13% -$98.6K 0.09% 251
2024
Q2 		$699K Sell
7,620
-397
-5% -$36.2K 0.1% 216
2024
Q1 		$759K Sell
8,017
-158
-2% -$14.9K 0.12% 188
2023
Q4 		$808K Buy
8,175
+749
+10% +$67.7K 0.15% 156
2023
Q3 		$659K Buy
+7,426
New +$714K 0.14% 182
2022
Q4 		– Sell
-7,437
Closed -$762K – 451
2022
Q3 		$762K Sell
7,437
-956
-11% -$108K 0.19% 136
2022
Q2 		$964K Buy
8,393
+1,300
+18% +$153K 0.2% 109
2022
Q1 		$937K Buy
7,093
+6,998
+7,366% +$965K 0.17% 132
2021
Q4 		$14K Buy
95
+59
+164% +$8.7K ﹤0.01% 1360
2021
Q3 		$5K Sell
36
-3
-8% -$445 ﹤0.01% 1714
2021
Q2 		$6K Sell
39
-28
-42% -$3.91K ﹤0.01% 1607
2021
Q1 		$9K Sell
67
-1,742
-96% -$253K ﹤0.01% 1397
2020
Q4 		$285K Sell
1,809
-323
-15% -$51.3K 0.07% 269
2020
Q3 		$348K Buy
2,132
+1,619
+316% +$269K 0.11% 180
2020
Q2 		$84K Buy
513
+291
+131% +$47.9K 0.03% 392
2020
Q1 		$37K Sell
222
-625
-74% -$93.2K 0.02% 514
2019
Q4 		$115K Buy
847
+353
+71% +$49.1K 0.04% 320
2019
Q3 		$71K Buy
+494
New +$68.7K 0.03% 376
2019
Q2 		– Sell
-213
Closed -$27K – 1468
2019
Q1 		$27K Buy
213
+190
+826% +$23.1K 0.01% 492
2018
Q4 		$3K Buy
+23
New +$2.66K ﹤0.01% 804
2018
Q2 		– Sell
-349
Closed -$43K – 897
2018
Q1 		$43K Buy
349
+92
+36% +$11.1K 0.03% 342
2017
Q4 		$33K Buy
257
+137
+114% +$17.2K 0.02% 361
2017
Q3 		$15K Buy
120
+58
+94% +$7.29K 0.01% 473
2017
Q2 		$8K Buy
+62
New +$7.66K 0.01% 587

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TLT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,762 shares — an estimated $239K sold.

Patriot Financial Group Insurance Agency first reported a position in TLT in Q2 2017 and held it in 28 quarters. The position peaked at $964K in Q2 2022. 587 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,762 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $239K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's iShares 20+ Year Treasury Bond ETF position peaked at $964K in Q2 2022.
  • 587 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.