Petra Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Petra Financial Advisors’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	$473K	Hold	5,469	–	–	0.22%	104
2026 Q1	$474K	Sell	5,469 -33	-0.6%	-$2.9K	0.29%	84
2025 Q4	$480K	Sell	5,502 -3,604	-40%	-$322K	0.28%	92
2025 Q3	$814K	Sell	9,106 -66	-0.7%	-$5.77K	0.47%	59
2025 Q2	$809K	Sell	9,172 -92	-1%	-$8.02K	0.51%	52
2025 Q1	$843K	Sell	9,264 -21	-0.2%	-$1.87K	0.69%	35
2024 Q4	$811K	Sell	9,285 -132	-1%	-$12.1K	0.55%	43
2024 Q3	$924K	Hold	9,417	–	–	0.61%	44
2024 Q2	$864K	Hold	9,417	–	–	0.62%	50
2024 Q1	$891K	Sell	9,417 -1,489	-14%	-$141K	0.65%	44
2023 Q4	$1.08M	Sell	10,906 -2,282	-17%	-$206K	0.9%	35
2023 Q3	$1.17M	Sell	13,188 -651	-5%	-$62.6K	0.98%	32
2023 Q2	$1.42M	Buy	+13,839	New	+$1.44M	1.27%	24
2023 Q1	–	Sell	-16,719	Closed	-$1.66M	–	99
2022 Q4	$1.66M	Buy	+16,719	New	+$1.68M	1.83%	17

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Petra Financial Advisors's TLT Position: Q2 2026 in Review

Petra Financial Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 5,469 shares worth $473K. The position accounts for 0.22% of the portfolio, ranked #104.

Petra Financial Advisors first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.66M in Q4 2022. 429 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Petra Financial Advisors held 5,469 shares of iShares 20+ Year Treasury Bond ETF worth $473K as of Q2 2026.
Petra Financial Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.22% of Petra Financial Advisors's portfolio in Q2 2026, its #104 holding.
Petra Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.66M in Q4 2022.
429 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.