SHJ
TLT icon

Sharkey, Howes & Javer’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sharkey, Howes & Javer’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 		$7.18M Sell
83,089
-45,158
-35% -$3.88M 0.87% 26
2026
Q1 		$11.1M Sell
128,247
-106,573
-45% -$9.37M 1.5% 20
2025
Q4 		$20.5M Buy
234,820
+54,297
+30% +$4.85M 2.6% 10
2025
Q3 		$16.1M Buy
180,523
+73,164
+68% +$6.4M 2.07% 17
2025
Q2 		$9.47M Buy
107,359
+50,817
+90% +$4.43M 1.27% 20
2025
Q1 		$5.15M Sell
56,542
-27,277
-33% -$2.43M 0.74% 29
2024
Q4 		$7.32M Sell
83,819
-6,154
-7% -$566K 1.03% 21
2024
Q3 		$8.83M Sell
89,973
-14,680
-14% -$1.42M 1.26% 18
2024
Q2 		$9.61M Sell
104,653
-12,866
-11% -$1.17M 1.55% 14
2024
Q1 		$11.1M Sell
117,519
-1,834
-2% -$173K 1.82% 12
2023
Q4 		$11.8M Buy
119,353
+35,326
+42% +$3.19M 2.08% 11
2023
Q3 		$7.45M Buy
+84,027
New +$8.08M 1.43% 15
2021
Q1 		– Sell
-8,122
Closed -$1.28M – 83
2020
Q4 		$1.28M Buy
8,122
+914
+13% +$145K 0.43% 30
2020
Q3 		$1.18M Buy
7,208
+690
+11% +$114K 0.45% 33
2020
Q2 		$1.07M Sell
6,518
-7,219
-53% -$1.19M 0.47% 33
2020
Q1 		$2.27M Buy
13,737
+2,096
+18% +$312K 1.18% 20
2019
Q4 		$1.58M Sell
11,641
-664
-5% -$92.4K 0.67% 28
2019
Q3 		$1.76M Buy
+12,305
New +$1.71M 0.76% 26

Other funds holding TLT

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return