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SimpliFi Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

SimpliFi Inc’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 		$425K Sell
4,914
-18
-0.4% -$1.55K 0.17% 33
2026
Q1 		$428K Buy
4,932
+147
+3% +$12.9K 0.18% 30
2025
Q4 		$417K Buy
4,785
+1,173
+32% +$105K 0.18% 31
2025
Q3 		$323K Buy
+3,612
New +$316K 0.14% 39

Other funds holding TLT

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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

SimpliFi Inc's TLT Position: Q2 2026 in Review

SimpliFi Inc reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.36% in Q2 2026, selling an estimated $1.55K and leaving 4,914 shares worth $425K. The position accounts for 0.17% of the portfolio, ranked #33.

SimpliFi Inc first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $428K in Q1 2026. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • SimpliFi Inc held 4,914 shares of iShares 20+ Year Treasury Bond ETF worth $425K as of Q2 2026.
  • SimpliFi Inc sold 18 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.55K.
  • iShares 20+ Year Treasury Bond ETF made up 0.17% of SimpliFi Inc's portfolio in Q2 2026, its #33 holding.
  • SimpliFi Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • SimpliFi Inc's iShares 20+ Year Treasury Bond ETF position peaked at $428K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.