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

SFMG Wealth 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	$3.63M	Sell	42,033 -20,721	-33%	-$1.78M	0.22%	56
2026 Q1	$5.44M	Sell	62,754 -13,472	-18%	-$1.18M	0.37%	36
2025 Q4	$6.64M	Sell	76,226 -8,937	-10%	-$799K	0.45%	30
2025 Q3	$7.61M	Sell	85,163 -23,665	-22%	-$2.07M	0.53%	22
2025 Q2	$9.6M	Sell	108,828 -11,236	-9%	-$980K	0.72%	22
2025 Q1	$10.9M	Sell	120,064 -1,873	-2%	-$167K	0.86%	17
2024 Q4	$10.6M	Buy	+121,937	New	+$11.2M	0.84%	16
2017 Q2	–	Sell	-1,832	Closed	-$221K	–	124
2017 Q1	$221K	Sell	1,832 -443	-19%	-$53.2K	0.04%	109
2016 Q4	$271K	Sell	2,275 -21,924	-91%	-$2.75M	0.06%	95
2016 Q3	$3.33M	Sell	24,199 -2,570	-10%	-$357K	0.73%	17
2016 Q2	$3.72M	Sell	26,769 -76	-0.3%	-$10K	0.83%	17
2016 Q1	$3.51M	Buy	+26,845	New	+$3.44M	0.77%	18
2015 Q1	–	Sell	-7,392	Closed	-$931K	–	187
2014 Q4	$931K	Buy	7,392 +4,722	+177%	+$572K	0.21%	60
2014 Q3	$310K	Hold	2,670	–	–	0.1%	60
2014 Q2	$303K	Hold	2,670	–	–	0.1%	62
2014 Q1	$291K	Hold	2,670	–	–	0.1%	57
2013 Q4	$272K	Hold	2,670	–	–	0.09%	58
2013 Q3	$284K	Sell	2,670 -2,724	-51%	-$289K	0.11%	50
2013 Q2	$596K	Buy	+5,394	New	+$634K	0.24%	36

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

SFMG Wealth Advisors's TLT Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 33% in Q2 2026, selling an estimated $1.78M and leaving 42,033 shares worth $3.63M. The position accounts for 0.22% of the portfolio, ranked #56.

SFMG Wealth Advisors first reported a position in TLT in Q2 2013 and has held it in 19 quarters since. The position peaked at $10.9M in Q1 2025. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

SFMG Wealth Advisors held 42,033 shares of iShares 20+ Year Treasury Bond ETF worth $3.63M as of Q2 2026.
SFMG Wealth Advisors sold 20,721 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.78M.
iShares 20+ Year Treasury Bond ETF made up 0.22% of SFMG Wealth Advisors's portfolio in Q2 2026, its #56 holding.
SFMG Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 19 quarters since.
SFMG Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $10.9M in Q1 2025.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.