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

PFG 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 		$630K Sell
7,289
-99
-1% -$8.5K 0.03% 466
2026
Q1 		$640K Sell
7,388
-17,049
-70% -$1.5M 0.03% 490
2025
Q4 		$2.13M Buy
24,437
+8,951
+58% +$800K 0.1% 232
2025
Q3 		$1.38M Buy
+15,486
New +$1.35M 0.06% 333
2025
Q2 		– Sell
-22,422
Closed -$2.04M – 755
2025
Q1 		$2.04M Sell
22,422
-20,064
-47% -$1.79M 0.11% 216
2024
Q4 		$3.71M Sell
42,486
-174
-0.4% -$16K 0.23% 103
2024
Q3 		$4.18M Buy
42,660
+18,300
+75% +$1.76M 0.26% 89
2024
Q2 		$2.24M Sell
24,360
-2,067
-8% -$188K 0.15% 164
2024
Q1 		$2.5M Buy
26,427
+493
+2% +$46.6K 0.18% 143
2023
Q4 		$2.56M Buy
25,934
+5,941
+30% +$537K 0.21% 126
2023
Q3 		$1.77M Buy
19,993
+16,020
+403% +$1.54M 0.16% 156
2023
Q2 		$409K Sell
3,973
-479
-11% -$49.7K 0.03% 436
2023
Q1 		$474K Buy
+4,452
New +$466K 0.04% 393
2022
Q4 		– Sell
-2,896
Closed -$297K – 585
2022
Q3 		$297K Buy
+2,896
New +$326K 0.03% 415
2022
Q1 		– Sell
-1,502
Closed -$223K – 530
2021
Q4 		$223K Buy
+1,502
New +$221K 0.02% 487
2021
Q1 		– Sell
-1,593
Closed -$251K – 472
2020
Q4 		$251K Sell
1,593
-1,552
-49% -$246K 0.04% 330
2020
Q3 		$501K Buy
3,145
+932
+42% +$155K 0.1% 232
2020
Q2 		$368K Sell
2,213
-1,851
-46% -$305K 0.08% 225
2020
Q1 		$687K Buy
+4,064
New +$606K 0.18% 144
2018
Q4 		– Sell
-2,262
Closed -$258K – 293
2018
Q3 		$258K Buy
2,262
+93
+4% +$11.2K 0.2% 129
2018
Q2 		$264K Buy
+2,169
New +$259K 0.23% 114

Other funds holding TLT

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PFG Advisors's TLT Position: Q2 2026 in Review

PFG Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.3% in Q2 2026, selling an estimated $8.5K and leaving 7,289 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #466.

PFG Advisors first reported a position in TLT in Q2 2018 and has held it in 21 quarters since. The position peaked at $4.18M in Q3 2024. 401 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • PFG Advisors held 7,289 shares of iShares 20+ Year Treasury Bond ETF worth $630K as of Q2 2026.
  • PFG Advisors sold 99 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $8.5K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #466 holding.
  • PFG Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2018 and has held it in 21 quarters since.
  • PFG Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.18M in Q3 2024.
  • 401 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.