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 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	+$5.71K	﹤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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Toth Financial Advisory's TLT Position: Q2 2026 in Review

Toth Financial Advisory increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1,520% in Q2 2026, buying an estimated $419K and bringing the position to 5,201 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #182.

Toth Financial Advisory first reported a position in TLT in Q4 2021 and has held it in 8 quarters since. The position peaked at $955K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Toth Financial Advisory held 5,201 shares of iShares 20+ Year Treasury Bond ETF worth $449K as of Q2 2026.
Toth Financial Advisory bought 4,880 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $419K.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Toth Financial Advisory's portfolio in Q2 2026, its #182 holding.
Toth Financial Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 8 quarters since.
Toth Financial Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $955K in Q1 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.