Valmark Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Valmark Advisers’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	$389K	Buy	4,501 +327	+8%	+$28.1K	﹤0.01%	562
2026 Q1	$362K	Buy	4,174 +15	+0.4%	+$1.32K	﹤0.01%	543
2025 Q4	$362K	Buy	4,159 +653	+19%	+$58.4K	﹤0.01%	513
2025 Q3	$313K	Sell	3,506 -39	-1%	-$3.41K	﹤0.01%	540
2025 Q2	$313K	Sell	3,545 -1,147	-24%	-$100K	﹤0.01%	537
2025 Q1	$427K	Buy	4,692 +393	+9%	+$35K	0.01%	454
2024 Q4	$375K	Buy	4,299 +515	+14%	+$47.4K	0.01%	470
2024 Q3	$371K	Sell	3,784 -279	-7%	-$26.9K	0.01%	464
2024 Q2	$373K	Buy	+4,063	New	+$370K	0.01%	440

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

Valmark Advisers's TLT Position: Q2 2026 in Review

Valmark Advisers increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.8% in Q2 2026, buying an estimated $28.1K and bringing the position to 4,501 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Valmark Advisers first reported a position in TLT in Q2 2024 and has held it in 9 quarters since. The position peaked at $427K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Valmark Advisers held 4,501 shares of iShares 20+ Year Treasury Bond ETF worth $389K as of Q2 2026.
Valmark Advisers bought 327 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $28.1K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #562 holding.
Valmark Advisers first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Valmark Advisers's iShares 20+ Year Treasury Bond ETF position peaked at $427K in Q1 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.