SFMG Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
Other funds holding TLT
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. 1,049 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.
- 1,049 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.