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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Professional Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 67% in Q2 2026, selling an estimated $3.09M and leaving 18,094 shares worth $1.56M. The position accounts for 0.27% of the portfolio, ranked #63.

Professional Financial Advisors first reported a position in TLT in Q4 2019 and has held it in 12 quarters since. The position peaked at $10.3M in Q4 2021. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Professional Financial Advisors held 18,094 shares of iShares 20+ Year Treasury Bond ETF worth $1.56M as of Q2 2026.
Professional Financial Advisors sold 36,006 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.09M.
iShares 20+ Year Treasury Bond ETF made up 0.27% of Professional Financial Advisors's portfolio in Q2 2026, its #63 holding.
Professional Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
Professional Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $10.3M in Q4 2021.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.