Targeted Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Targeted Financial 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 Q3	$691K	Buy	+8,889	New	+$733K	0.51%	31

Other funds holding TLT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Targeted Financial Services's TLT Position: Q3 2026 in Review

Targeted Financial Services opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 8,889 shares worth $691K. The stake represents 0.51% of the portfolio and ranks #31 among its holdings.

660 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Targeted Financial Services held 8,889 shares of iShares 20+ Year Treasury Bond ETF worth $691K as of Q3 2026.
iShares 20+ Year Treasury Bond ETF was a new Targeted Financial Services position in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up 0.51% of Targeted Financial Services's portfolio in Q3 2026, its #31 holding.
660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Targeted Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.