TLT — iShares Lehman 20 Year Treas Bond

Ownership history in FIRST NATIONAL CORP /MA/ /ADV  ·  26 quarters on record

AI Ownership Summary

FIRST NATIONAL CORP /MA/ /ADV reported iShares Lehman 20 Year Treas Bond (TLT) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.34% in 2024 Q2. The latest visible filing shows TLT at 1.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST NATIONAL CORP /MA/ /ADV's position in iShares Lehman 20 Year Treas Bond, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TLT was reported at 1.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.34% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TLT stock page FIRST NATIONAL CORP /MA/ /ADV fund profile FIRST NATIONAL CORP /MA/ /ADV full holdings
How FIRST NATIONAL CORP /MA/ /ADV held TLT — position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 110,835 +14,614 +15.2% 1.88% $9.9M 2025-11-14 (Est.) $87.23
2025 Q2 REDUCED 96,221 -66,160 -40.7% 1.71% $8.5M 2025-07-08 $83.22
2025 Q1 ADDED 162,381 +66,746 +69.8% 3.26% $14.8M 2025-04-11 $83.12
2024 Q4 REDUCED 95,635 -23,533 -19.7% 1.89% $8.4M 2025-01-29 $83.33
2024 Q3 REDUCED 119,168 -33,429 -21.9% 2.60% $11.7M 2024-10-08 $88.98
2024 Q2 ADDED 152,597 +42,512 +38.6% 3.34% $14.0M 2024-07-12 $87.14
2024 Q1 REDUCED 110,085 -265 -0.2% 2.68% $10.9M 2024-04-15 $81.62
2023 Q4 ADDED 110,350 +27,482 +33.2% 2.68% $10.9M 2024-01-18 $85.30
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TLT

As of 2026 Q1 — sorted by position size

CULTIVAR CAPITAL, INC. 8.61% SJBENEN ADVISORY, LLC 8.13% WJ Interests, LLC 3Y 5.91% Braun-Bostich & Associates Inc. 3Y 7Y 5.85% Bell Investment Advisors, Inc 3Y 5.78% Quaker Wealth Management, LLC 3Y 5.53% Farmers & Merchants Trust Co of Chambersburg PA 3Y 7Y 5.0% BOS Asset Management, LLC 3Y 4.61% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 4.41% CPR Investments Inc. 3Y 4.09%

FAQ About FIRST NATIONAL CORP /MA/ /ADV and TLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST NATIONAL CORP /MA/ /ADV reported owning TLT?

FIRST NATIONAL CORP /MA/ /ADV reported TLT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TLT position in FIRST NATIONAL CORP /MA/ /ADV's portfolio?

The largest reported portfolio weight for TLT was 3.34% in 2024 Q2.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2025 Q3, when FIRST NATIONAL CORP /MA/ /ADV reported 110,835 shares, equal to 1.88% of portfolio, with an estimated market value of $9.9M.

What does the chart on this TLT ownership page compare?

The chart compares FIRST NATIONAL CORP /MA/ /ADV's quarterly TLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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