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 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	5.91%	7

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

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

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return