Vision Financial Markets’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vision Financial Markets’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	$8.63M	Buy	99,900 +29,400	+42%	+$2.52M	7.49%	3
2026 Q1	$6.11M	Buy	+70,500	New	+$6.2M	5.96%	5
2025 Q4	–	Sell	-31,100	Closed	-$2.78M	–	432
2025 Q3	$2.78M	Buy	31,100 +17,000	+121%	+$1.49M	2.37%	11
2025 Q2	$1.24M	Sell	14,100 -12,000	-46%	-$1.05M	1.17%	22
2025 Q1	$2.38M	Buy	+26,100	New	+$2.32M	2.59%	10

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Vision Financial Markets's TLT Position: Q2 2026 in Review

Vision Financial Markets increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 42% in Q2 2026, buying an estimated $2.52M and bringing the position to 99,900 shares worth $8.63M. The position accounts for 7.49% of the portfolio, ranked #3.

Vision Financial Markets first reported a position in TLT in Q1 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Vision Financial Markets held 99,900 shares of iShares 20+ Year Treasury Bond ETF worth $8.63M as of Q2 2026.
Vision Financial Markets bought 29,400 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.52M.
iShares 20+ Year Treasury Bond ETF made up 7.49% of Vision Financial Markets's portfolio in Q2 2026, its #3 holding.
Vision Financial Markets first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
372 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.