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

Tompkins Financial’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	$6.61K	Hold	85	–	–	﹤0.01%	499
2026 Q2	$7.35K	Hold	85	–	–	﹤0.01%	473
2026 Q1	$7.37K	Hold	85	–	–	﹤0.01%	471
2025 Q4	$7.41K	Hold	85	–	–	﹤0.01%	468
2025 Q3	$7.6K	Hold	85	–	–	﹤0.01%	461
2025 Q2	$7.5K	Hold	85	–	–	﹤0.01%	457
2025 Q1	$7.74K	Hold	85	–	–	﹤0.01%	460
2024 Q4	$7.42K	Buy	+85	New	+$7.82K	﹤0.01%	445
2024 Q3	–	Sell	-171	Closed	-$15.7K	–	620
2024 Q2	$15.7K	Buy	+171	New	+$15.6K	﹤0.01%	454
2024 Q1	–	Sell	-32	Closed	-$3.16K	–	701
2023 Q4	$3.16K	Buy	+32	New	+$2.89K	﹤0.01%	570
2023 Q1	–	Sell	-33	Closed	-$3K	–	648
2022 Q4	$3K	Hold	33	–	–	﹤0.01%	564
2022 Q3	$3K	Hold	33	–	–	﹤0.01%	551
2022 Q2	$4K	Hold	33	–	–	﹤0.01%	519
2022 Q1	$4K	Buy	+33	New	+$4.55K	﹤0.01%	545
2014 Q4	–	Sell	-58	Closed	-$7K	–	493
2014 Q3	$7K	Hold	58	–	–	﹤0.01%	407
2014 Q2	$7K	Hold	58	–	–	﹤0.01%	421
2014 Q1	$6K	Sell	58 -5	-8%	-$534	﹤0.01%	428
2013 Q4	$6K	Sell	63 -53	-46%	-$5.55K	﹤0.01%	452
2013 Q3	$12K	Buy	+116	New	+$12.3K	﹤0.01%	384

Other funds holding TLT

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

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Tompkins Financial's TLT Position: Q3 2026 in Review

Tompkins Financial held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 85 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Tompkins Financial first reported a position in TLT in Q3 2013 and has held it in 19 quarters since. The position peaked at $15.7K in Q2 2024. 152 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Tompkins Financial held 85 shares of iShares 20+ Year Treasury Bond ETF worth $6.61K as of Q3 2026.
Tompkins Financial left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #499 holding.
Tompkins Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2013 and has held it in 19 quarters since.
Tompkins Financial's iShares 20+ Year Treasury Bond ETF position peaked at $15.7K in Q2 2024.
152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.