Tactive Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Tactive 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 Q3	$347K	Sell	4,458 -383	-8%	-$31.6K	0.08%	202
2026 Q2	$418K	Buy	4,841 +579	+14%	+$49.7K	0.1%	168
2026 Q1	$369K	Buy	+4,262	New	+$375K	0.1%	178
2025 Q4	–	Sell	-8,139	Closed	-$727K	–	278
2025 Q3	$727K	Sell	8,139 -35,683	-81%	-$3.12M	0.21%	112
2025 Q2	$3.87M	Buy	+43,822	New	+$3.82M	1.25%	19
2024 Q1	$506K	Buy	+5,350	New	+$506K	0.27%	69
2023 Q2	–	Sell	-74,700	Closed	-$7.95M	–	80
2023 Q1	$7.95M	Buy	+74,700	New	+$7.82M	5.9%	7

Other funds holding TLT

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Tactive Advisors's TLT Position: Q3 2026 in Review

Tactive Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.9% in Q3 2026, selling an estimated $31.6K and leaving 4,458 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #202.

Tactive Advisors first reported a position in TLT in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.95M in Q1 2023. 108 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Tactive Advisors held 4,458 shares of iShares 20+ Year Treasury Bond ETF worth $347K as of Q3 2026.
Tactive Advisors sold 383 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $31.6K.
iShares 20+ Year Treasury Bond ETF made up 0.08% of Tactive Advisors's portfolio in Q3 2026, its #202 holding.
Tactive Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
Tactive Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $7.95M in Q1 2023.
108 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.