JTBR
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James T. Borello RIA’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

James T. Borello RIA’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
Q3 		– Sell
-25
Closed -$2.16K – 1332
2026
Q2 		$2.16K Buy
+25
New +$2.15K ﹤0.01% 936

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

James T. Borello RIA's TLT Position: Q3 2026 in Review

James T. Borello RIA sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 25 shares — an estimated $2.16K sold.

James T. Borello RIA first reported a position in TLT in Q2 2026 and held it in 1 quarter. The position peaked at $2.16K in Q2 2026. 152 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • James T. Borello RIA reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 25 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $2.16K.
  • James T. Borello RIA first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • James T. Borello RIA's iShares 20+ Year Treasury Bond ETF position peaked at $2.16K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.