Values First Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
Other funds holding TLT
Values First Advisors's TLT Position: Q2 2026 in Review
Values First Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q2 2026, buying an estimated $231K and bringing the position to 25,147 shares worth $2.17M. The position accounts for 0.99% of the portfolio, ranked #27.
Values First Advisors first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.
- Values First Advisors held 25,147 shares of iShares 20+ Year Treasury Bond ETF worth $2.17M as of Q2 2026.
- Values First Advisors bought 2,687 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $231K.
- iShares 20+ Year Treasury Bond ETF made up 0.99% of Values First Advisors's portfolio in Q2 2026, its #27 holding.
- Values First Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
- 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.
Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.