Websterrogers Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Websterrogers Financial 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 Q2	$987K	Buy	11,420 +3,936	+53%	+$338K	0.25%	43
2026 Q1	$649K	Buy	7,484 +2,716	+57%	+$239K	0.19%	51
2025 Q4	$416K	Hold	4,768	–	–	0.12%	58
2025 Q3	$426K	Buy	+4,768	New	+$417K	0.13%	53

Other funds holding TLT

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Websterrogers Financial Advisors's TLT Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 53% in Q2 2026, buying an estimated $338K and bringing the position to 11,420 shares worth $987K. The position accounts for 0.25% of the portfolio, ranked #43.

Websterrogers Financial Advisors first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Websterrogers Financial Advisors held 11,420 shares of iShares 20+ Year Treasury Bond ETF worth $987K as of Q2 2026.
Websterrogers Financial Advisors bought 3,936 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $338K.
iShares 20+ Year Treasury Bond ETF made up 0.25% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #43 holding.
Websterrogers Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
158 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.