PFS INVESTMENTS INC. TLT β€” ISHARES TR 20 YR TR B

Ownership history in PFS INVESTMENTS INC.  Β·  23 quarters on record

AI Ownership Summary

PFS INVESTMENTS INC. reported ISHARES TR 20 YR TR B (TLT) in 23 quarterly 13F filings .

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 PFS INVESTMENTS INC.'s position in ISHARES TR 20 YR TR B, 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
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

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

Time in book
Holding Window
23 quarters

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 PFS INVESTMENTS INC. fund profile PFS INVESTMENTS INC. full holdings
How PFS INVESTMENTS INC. held TLT β€” position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TLT

As of 2026 Q1 β€” sorted by position size

CULTIVAR CAPITAL, INC. 8.61% SJBENEN ADVISORY, LLC 8.13% VISION FINANCIAL MARKETS LLC 5.96% 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%

FAQ About PFS INVESTMENTS INC. and TLT

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

How long has PFS INVESTMENTS INC. reported owning TLT?

PFS INVESTMENTS INC. reported TLT across 0 quarterly 13F filings.

What was the largest reported TLT position in PFS INVESTMENTS INC.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for TLT in PFS INVESTMENTS INC..

What is the latest reported TLT position on this page?

The most recent filing on this page is 2023 Q2, when PFS INVESTMENTS INC. reported 364,152 shares, equal to 0.61% of portfolio, with an estimated market value of $37.5M.

What does the chart on this TLT ownership page compare?

The chart compares PFS INVESTMENTS INC.'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.

How well did PFS INVESTMENTS INC. time their TLT position?

Based on 13F filing dates vs. subsequent TLT price moves, PFS INVESTMENTS INC. correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on TLT relative to SPY over the holding period was -12.8%.

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