TLT — ISHARES TR BARCLAYS 20 YR TREAS BD ETF

Ownership history in First Command Advisory Services, Inc.  ·  10 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in ISHARES TR BARCLAYS 20 YR TREAS BD ETF (TLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 375 +361 +2578.6% 0.00% $33K $87.45
2023 Q3 UNCHANGED 14 — 0% 0.00% $1K $79.94
2023 Q2 UNCHANGED 14 — 0% 0.00% $1K $92.00
2023 Q1 ADDED 14 +6 +75.0% 0.00% $1K $94.34
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% of Fund (quarterly)    TLT price (monthly, adj. close)

Other funds also holding TLT

As of 2025 Q4 — sorted by position size

Greenhaven Road Investment Management, L.P. 3Y 61.14% Cadence Wealth Management LLC 3Y 24.19% LONESTAR CAPITAL MANAGEMENT LLC 3Y 7Y 18.15% PINNBROOK CAPITAL MANAGEMENT LP 3Y 15.73% Glenorchy Capital Ltd 13.02% Kiker Wealth Management, LLC 10.2% INSIGHT 2811, INC. 3Y 7Y 9.85% Eddie Patel Inc 9.29% Ally Financial Inc. 3Y 7Y 9.29% Rafferty Asset Management, LLC 3Y 7Y 9.15%
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