Summit Financial Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Summit Financial Wealth Advisors’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	$2.02M	Buy	23,431 +8,452	+56%	+$726K	0.26%	56
2026 Q1	$1.3M	Buy	14,979 +9,171	+158%	+$806K	0.18%	66
2025 Q4	$506K	Hold	5,808	–	–	0.07%	107
2025 Q3	$519K	Buy	5,808 +578	+11%	+$50.6K	0.08%	103
2025 Q2	$462K	Buy	5,230 +1,730	+49%	+$151K	0.08%	101
2025 Q1	$319K	Hold	3,500	–	–	0.06%	110
2024 Q4	$309K	Hold	3,500	–	–	0.06%	115
2024 Q3	$343K	Hold	3,500	–	–	0.06%	107
2024 Q2	$321K	Buy	+3,500	New	+$319K	0.07%	101
2024 Q1	–	Sell	-2,050	Closed	-$203K	–	142
2023 Q4	$203K	Buy	+2,050	New	+$185K	0.05%	120

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

Summit Financial Wealth Advisors's TLT Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 56% in Q2 2026, buying an estimated $726K and bringing the position to 23,431 shares worth $2.02M. The position accounts for 0.26% of the portfolio, ranked #56.

Summit Financial Wealth Advisors first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Summit Financial Wealth Advisors held 23,431 shares of iShares 20+ Year Treasury Bond ETF worth $2.02M as of Q2 2026.
Summit Financial Wealth Advisors bought 8,452 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $726K.
iShares 20+ Year Treasury Bond ETF made up 0.26% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Summit Financial Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.