Values First Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Values First Advisors’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 Q1	$1.95M	Buy	22,460 +604	+3%	+$53.1K	1.01%	30
2025 Q4	$1.9M	Buy	21,856 +945	+5%	+$84.5K	0.99%	27
2025 Q3	$1.87M	Buy	20,911 +446	+2%	+$39K	1%	34
2025 Q2	$1.81M	Sell	20,465 -309	-1%	-$26.9K	0.98%	28
2025 Q1	$1.89M	Buy	20,774 +1,862	+10%	+$166K	1.1%	22
2024 Q4	$1.65M	Buy	18,912 +6,534	+53%	+$601K	0.91%	30
2024 Q3	$1.21M	Buy	12,378 +186	+2%	+$17.9K	0.66%	48
2024 Q2	$1.12M	Buy	12,192 +530	+5%	+$48.3K	0.67%	49
2024 Q1	$1.1M	Buy	11,662 +1,264	+12%	+$120K	0.65%	47
2023 Q4	$1.03M	Buy	+10,398	New	+$940K	0.62%	48

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Values First Advisors's TLT Position: Q1 2026 in Review

Values First Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.8% in Q1 2026, buying an estimated $53.1K and bringing the position to 22,460 shares worth $1.95M. The position accounts for 1.01% of the portfolio, ranked #30.

Values First Advisors first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Values First Advisors held 22,460 shares of iShares 20+ Year Treasury Bond ETF worth $1.95M as of Q1 2026.
Values First Advisors bought 604 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $53.1K.
iShares 20+ Year Treasury Bond ETF made up 1.01% of Values First Advisors's portfolio in Q1 2026, its #30 holding.
Values First Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.