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

Register 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 		– Sell
-60
Closed -$5.2K – 435
2026
Q1 		$5.2K Buy
+60
New +$5.28K ﹤0.01% 348
2024
Q1 		– Sell
-288
Closed -$28.5K – 757
2023
Q4 		$28.5K Buy
+288
New +$26K 0.02% 226

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

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

Register Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 60 shares — an estimated $5.2K sold.

Register Financial Advisors first reported a position in TLT in Q4 2023 and held it in 2 quarters. The position peaked at $28.5K in Q4 2023. 473 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Register Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Register Financial Advisors sold 60 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.2K.
  • Register Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Register Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $28.5K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.