Thurston Springer Miller Herd & Titak’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Thurston Springer Miller Herd & Titak’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	$864	Hold	10	–	–	﹤0.01%	1175
2026 Q1	$866	Hold	10	–	–	﹤0.01%	1258
2025 Q4	$871	Buy	+10	New	+$894	﹤0.01%	1301
2025 Q3	–	Sell	-108	Closed	-$9.53K	–	1283
2025 Q2	$9.53K	Hold	108	–	–	﹤0.01%	1154
2025 Q1	$9.83K	Sell	108 -71	-40%	-$6.32K	﹤0.01%	1125
2024 Q4	$15.6K	Sell	179 -190	-51%	-$17.5K	﹤0.01%	781
2024 Q3	$36.2K	Hold	369	–	–	0.01%	647
2024 Q2	$33.9K	Buy	+369	New	+$33.6K	0.01%	663

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

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return