IFP Advisors, Inc TLT holdings history
ISHARES 20+ YEAR TREASURY BD · CUSIP 464287432 · CIK 1641866
As of 2026-06-30, IFP Advisors, Inc reported 446.71K TLT (shares), valued at $38.60M, or 0.70% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares decreased 19.67%; reported value decreased 19.92%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.70% | 446,710 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 1.00% | 556,110 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 0.94% | 480,682 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 0.29% | 125,776 | SEC filing ↗Filed Feb 6, 2026Amended |
| Q2 2025 | 0.57% | 225,893 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 0.14% | 48,126 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 0.11% | 37,797 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 0.11% | 31,869 | SEC filing ↗Filed Feb 4, 2025 |
| Q2 2024 | 0.93% | 255,863 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 1.43% | 344,156 | SEC filing ↗Filed Jul 30, 2024 |
| Q4 2023 | 1.53% | 328,739 | SEC filing ↗Filed Jan 9, 2024 |
| Q3 2023 | 0.72% | 180,008 | SEC filing ↗Filed Oct 12, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.72% | 180,008 | $15.96M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 12, 2023 |
| Q4 2023 | 1.53% | 328,739 | $32.51M | Shares increased 82.62%; reported value increased 103.61%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2024 |
| Q1 2024 | 1.43% | 344,156 | $32.56M | Shares increased 4.69%; reported value increased 0.18%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q2 2024 | 0.93% | 255,863 | $23.48M | Shares decreased 25.65%; reported value decreased 27.89%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 0.11% | 31,869 | $3.13M | Shares decreased 87.54%; reported value decreased 86.69%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q4 2024 | 0.11% | 37,797 | $3.30M | Shares increased 18.60%; reported value increased 5.58%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 0.14% | 48,126 | $4.38M | Shares increased 27.33%; reported value increased 32.72%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 0.57% | 225,893 | $19.93M | Shares increased 369.38%; reported value increased 355.04%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 0.29% | 125,776 | $11.24M | Shares decreased 44.32%; reported value decreased 43.61%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q4 2025 | 0.94% | 480,682 | $41.90M | Shares increased 282.17%; reported value increased 272.72%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 1.00% | 556,110 | $48.21M | Shares increased 15.69%; reported value increased 15.07%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 0.70% | 446,710 | $38.60M | Shares decreased 19.67%; reported value decreased 19.92%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
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