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 Q3	$1.41M	Buy	18,173 +79	+0.4%	+$6.51K	0.24%	69
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

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Professional Financial Advisors's TLT Position: Q3 2026 in Review

Professional Financial Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.44% in Q3 2026, buying an estimated $6.51K and bringing the position to 18,173 shares worth $1.41M. The position accounts for 0.24% of the portfolio, ranked #69.

Professional Financial Advisors first reported a position in TLT in Q4 2019 and has held it in 13 quarters since. The position peaked at $10.3M in Q4 2021. 80 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Professional Financial Advisors held 18,173 shares of iShares 20+ Year Treasury Bond ETF worth $1.41M as of Q3 2026.
Professional Financial Advisors bought 79 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $6.51K.
iShares 20+ Year Treasury Bond ETF made up 0.24% of Professional Financial Advisors's portfolio in Q3 2026, its #69 holding.
Professional Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 13 quarters since.
Professional Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $10.3M in Q4 2021.
80 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.