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Disclosery

TLT ISHARES TR

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20 YR TR BD ETF (fund)

Filings received so far for Q3 2026: 46 13F filers report a position in TLT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Insight Wealth Strategies, LLC330,227$25.7M2.54%+13,26813F-HRTimeline
Venture Visionary Partners LLC208,633$16.2M0.43%+4,02713F-HRTimeline
BOS Asset Management, LLC197,502$15.4M3.59%-1,97413F-HRTimeline
Financial Enhancement Group LLC170,442$13.1M1.51%+93,91813F-HRTimeline
Deane Retirement Strategies, Inc.159,113$12.4M5.08%new13F-HRTimeline
Farther Finance Advisors, LLC157,182$12.2M0.09%-136,21513F-HRTimeline
Heartwood Wealth Advisors LLC117,855$9.17M0.72%+2,74213F-HRTimeline
Legacy Private Trust Co.99,639$7.75M0.43%+5,88713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…91,707$7.13M1.01%new13F-HRTimeline
Ballew Advisors, Inc70,820$5.49M2.73%+14,13213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…64,789$5.04M0.44%-5,18213F-HRTimelineGroup
CoreCap Advisors, LLC57,683$4.49M0.13%-12,79113F-HRTimeline
DKM Wealth Management, Inc.48,509$3.77M2.39%+20,80613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC24,911$1.94M0.13%-10,74613F-HRTimeline
Apeiron RIA LLC23,396$1.82M0.41%+14,66213F-HRTimeline
Boltwood Capital Management17,709$1.38M0.31%-3,73013F-HRTimeline
Matrix Trust Co14,419$1.12M0.16%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC11,167$869K0.22%+3,65013F-HRTimeline
Cooper Financial Group11,101$863K0.07%-5813F-HRTimeline
Gerald Baker Financial Group LLC7,998$622K0.18%+6613F-HRTimeline
Avidian Wealth Enterprises, LLC7,654$595K0.02%+64313F-HRTimeline
Global Wealth Strategies & Associates4,870$379K0.07%-3,04813F-HRTimeline
Tactive Advisors, LLC4,458$347K0.08%-38313F-HRTimeline
Williams & Novak Wealth Management, LLC4,143$322K0.19%new13F-HRTimeline
SAPIENT CAPITAL LLC4,008$312K<0.01%+3713F-HRTimeline
Cox Capital Mgt LLC3,786$294K0.16%+15913F-HRTimeline
Weaver Consulting Group2,884$224K0.04%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,868$223K0.15%+26313F-HRTimeline
Cadent Capital Advisors, LLC2,810$219K0.05%+3213F-HRTimeline
Canandaigua National Trust Co of Florida2,600$202K0.11%13F-HRTimeline
GK Wealth Management LLC1,392$108K0.06%-1,48513F-HRTimeline
CX Institutional885$69K<0.01%-54413F-HRTimeline
Versant Capital Management, Inc564$43.9K<0.01%+51813F-HRTimeline
EASTERN BANK420$32.7K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB336$26.1K<0.01%013F-HRTimeline
Pacifica Partners Inc.307$23.9K0.01%013F-HRTimeline
Roxbury Financial LLC300$23.3K0.02%new13F-HRTimeline
Investors Research Corp217$16.9K<0.01%013F-HRTimeline
Coastline Trust Co207$16.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARMSTRONG ADVISORY GROUP, INC177$13.8K<0.01%-8813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP133$10.3K<0.01%-5,06813F-HRTimeline
Rosenberg Matthew Hamilton99$7.7K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP85$6.61K<0.01%013F-HRTimelineGroup
Paladin Partners, LLC70$5.45K<0.01%013F-HRTimeline
GoalVest Advisory LLC32$2.49K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC3$259<0.01%013F-HRTimeline