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

Scarborough 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 		$8.23M Sell
95,968
-180,305
-65% -$15.5M 0.95% 32
2026
Q1 		$24M Buy
+276,273
New +$24.3M 2.62% 11
2025
Q2 		– Sell
-306,915
Closed -$27.9M – 497
2025
Q1 		$27.9M Sell
306,915
-25,830
-8% -$2.3M 3.98% 7
2024
Q4 		$29.1M Buy
332,745
+18,704
+6% +$1.72M 4.11% 9
2024
Q3 		$30.8M Buy
+314,041
New +$30.3M 4.98% 5
2024
Q1 		– Sell
-280,166
Closed -$27.7M – 694
2023
Q4 		$27.7M Sell
280,166
-12,265
-4% -$1.11M 5.7% 4
2023
Q3 		$25.9M Buy
292,431
+28,169
+11% +$2.71M 6.3% 4
2023
Q2 		$27.2M Buy
264,262
+30,981
+13% +$3.21M 6.51% 3
2023
Q1 		$24.8M Buy
233,281
+122,271
+110% +$12.8M 6.25% 3
2022
Q4 		$11.1M Sell
111,010
-34,726
-24% -$3.5M 2.96% 11
2022
Q3 		$14.9M Buy
145,736
+17,388
+14% +$1.96M 4.65% 6
2022
Q2 		$14.7M Buy
128,348
+61,591
+92% +$7.25M 5.03% 6
2022
Q1 		$8.82M Buy
66,757
+42,093
+171% +$5.81M 2.82% 12
2021
Q4 		$3.65M Buy
+24,664
New +$3.64M 1.26% 23

Other funds holding TLT

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Scarborough Advisors's TLT Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 65% in Q2 2026, selling an estimated $15.5M and leaving 95,968 shares worth $8.23M. The position accounts for 0.95% of the portfolio, ranked #32.

Scarborough Advisors first reported a position in TLT in Q4 2021 and has held it in 14 quarters since. The position peaked at $30.8M in Q3 2024. 219 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Scarborough Advisors held 95,968 shares of iShares 20+ Year Treasury Bond ETF worth $8.23M as of Q2 2026.
  • Scarborough Advisors sold 180,305 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $15.5M.
  • iShares 20+ Year Treasury Bond ETF made up 0.95% of Scarborough Advisors's portfolio in Q2 2026, its #32 holding.
  • Scarborough Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Scarborough Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $30.8M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.