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

Professional 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	$1.56M	Sell	18,094 -36,006	-67%	-$3.09M	0.27%	63
2026 Q1	$4.69M	Buy	+54,100	New	+$4.76M	0.95%	17
2025 Q4	–	Sell	-11,725	Closed	-$1.05M	–	135
2025 Q3	$1.05M	Buy	11,725 +6,940	+145%	+$607K	0.22%	65
2025 Q2	$422K	Sell	4,785 -8,523	-64%	-$743K	0.1%	86
2025 Q1	$1.21M	Buy	13,308 +4,515	+51%	+$402K	0.31%	53
2024 Q4	$768K	Sell	8,793 -45,720	-84%	-$4.21M	0.2%	65
2024 Q3	$5.35M	Buy	+54,513	New	+$5.26M	1.39%	10
2022 Q4	–	Sell	-631	Closed	-$65K	–	420
2022 Q3	$65K	Hold	631	–	–	0.04%	128
2022 Q2	$72K	Sell	631 -1,786	-74%	-$210K	0.04%	122
2022 Q1	$319K	Sell	2,417 -66,855	-97%	-$9.22M	0.14%	67
2021 Q4	$10.3M	Buy	+69,272	New	+$10.2M	4.44%	4
2020 Q1	–	Sell	-2,357	Closed	-$319K	–	74
2019 Q4	$319K	Buy	+2,357	New	+$328K	0.3%	65

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return