Spectrum Planning & Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Spectrum Planning & Advisory Services’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	$1.6M	Sell	18,486 -16,914	-48%	-$1.45M	0.71%	33
2026 Q1	$3.07M	Buy	35,400 +8,863	+33%	+$779K	1.52%	21
2025 Q4	$2.31M	Buy	26,537 +7,092	+36%	+$634K	1.19%	25
2025 Q3	$1.74M	Buy	19,445 +14,384	+284%	+$1.26M	0.98%	28
2025 Q2	$447K	Sell	5,061 -8,006	-61%	-$698K	0.29%	56
2025 Q1	$1.19M	Sell	13,067 -688	-5%	-$61.2K	0.99%	24
2024 Q4	$1.2M	Sell	13,755 -2,557	-16%	-$235K	1.04%	20
2024 Q3	$1.6M	Sell	16,312 -5,272	-24%	-$508K	1.54%	15
2024 Q2	$2.02M	Buy	+21,584	New	+$1.97M	1.95%	15
2023 Q4	$361K	Buy	3,654 +329	+10%	+$29.7K	0.51%	32
2023 Q3	$295K	Buy	+3,325	New	+$320K	0.47%	31

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Spectrum Planning & Advisory Services's TLT Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 48% in Q2 2026, selling an estimated $1.45M and leaving 18,486 shares worth $1.6M. The position accounts for 0.71% of the portfolio, ranked #33.

Spectrum Planning & Advisory Services first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.07M in Q1 2026. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Spectrum Planning & Advisory Services held 18,486 shares of iShares 20+ Year Treasury Bond ETF worth $1.6M as of Q2 2026.
Spectrum Planning & Advisory Services sold 16,914 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.45M.
iShares 20+ Year Treasury Bond ETF made up 0.71% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #33 holding.
Spectrum Planning & Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Spectrum Planning & Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $3.07M in Q1 2026.
156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.