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Slagle Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Slagle Financial’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 		$806K Buy
9,327
+998
+12% +$85.7K 0.24% 73
2026
Q1 		$722K Sell
8,329
-1,632
-16% -$143K 0.24% 74
2025
Q4 		$868K Buy
9,961
+2,536
+34% +$227K 0.3% 72
2025
Q3 		$664K Hold
7,425
– – 0.24% 73
2025
Q2 		$655K Sell
7,425
-354
-5% -$30.9K 0.26% 73
2025
Q1 		$708K Buy
7,779
+133
+2% +$11.8K 0.31% 63
2024
Q4 		$668K Sell
7,646
-802
-9% -$73.8K 0.3% 63
2024
Q3 		$829K Buy
8,448
+1,329
+19% +$128K 0.37% 64
2024
Q2 		$653K Buy
7,119
+220
+3% +$20K 0.34% 65
2024
Q1 		$653K Sell
6,899
-2,503
-27% -$237K 0.35% 67
2023
Q4 		$465K Buy
9,402
+854
+10% +$77.2K 0.27% 68
2023
Q3 		$758K Buy
8,548
+195
+2% +$18.7K 0.46% 64
2023
Q2 		$860K Buy
+8,353
New +$866K 0.54% 62

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

Slagle Financial's TLT Position: Q2 2026 in Review

Slagle Financial increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q2 2026, buying an estimated $85.7K and bringing the position to 9,327 shares worth $806K. The position accounts for 0.24% of the portfolio, ranked #73.

Slagle Financial first reported a position in TLT in Q2 2023 and has held it in 13 quarters since. The position peaked at $868K in Q4 2025. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Slagle Financial held 9,327 shares of iShares 20+ Year Treasury Bond ETF worth $806K as of Q2 2026.
  • Slagle Financial bought 998 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $85.7K.
  • iShares 20+ Year Treasury Bond ETF made up 0.24% of Slagle Financial's portfolio in Q2 2026, its #73 holding.
  • Slagle Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Slagle Financial's iShares 20+ Year Treasury Bond ETF position peaked at $868K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.