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

Toth Financial Advisory’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	$10.3K	Sell	133 -5,068	-97%	-$418K	﹤0.01%	580
2026 Q2	$449K	Buy	5,201 +4,880	+1,520%	+$419K	0.04%	182
2026 Q1	$27.9K	Buy	321 +4	+1%	+$352	﹤0.01%	441
2025 Q4	$27.6K	Sell	317 -32	-9%	-$2.86K	﹤0.01%	434
2025 Q3	$31.2K	Buy	349 +65	+23%	+$5.68K	﹤0.01%	419
2025 Q2	$25.1K	Sell	284 -10,203	-97%	-$890K	﹤0.01%	405
2025 Q1	$955K	Buy	+10,487	New	+$934K	0.11%	124
2023 Q3	–	Sell	-55	Closed	-$5.66K	–	847
2023 Q2	$5.66K	Buy	+55	New	+$5.7K	﹤0.01%	540
2022 Q1	–	Sell	-13	Closed	-$2K	–	800
2021 Q4	$2K	Buy	+13	New	+$1.92K	﹤0.01%	666

Other funds holding TLT

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

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

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Toth Financial Advisory's TLT Position: Q3 2026 in Review

Toth Financial Advisory reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 97% in Q3 2026, selling an estimated $418K and leaving 133 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Toth Financial Advisory first reported a position in TLT in Q4 2021 and has held it in 9 quarters since. The position peaked at $955K in Q1 2025. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Toth Financial Advisory held 133 shares of iShares 20+ Year Treasury Bond ETF worth $10.3K as of Q3 2026.
Toth Financial Advisory sold 5,068 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $418K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #580 holding.
Toth Financial Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 9 quarters since.
Toth Financial Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $955K in Q1 2025.
227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.