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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
2023
Q3 		– Hold
0
– -$10.3K – 846
2023
Q2 		– Hold
0
– – – 461

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 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. 449 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.
  • 449 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.