TA
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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
2023
Q2 		– Sell
-400
Closed -$42.5K – 79
2023
Q1 		$42.5K Buy
+400
New +$41.9K 0.03% 54

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
WI
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
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
CC
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.