Advanced Asset Management Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Advanced Asset Management Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16K	Sell	25 -25	-50%	-$2.15K	﹤0.01%	83
2026 Q1	$4.33K	Sell	50 -25	-33%	-$2.2K	﹤0.01%	74
2025 Q4	$6.54K	Buy	75 +25	+50%	+$2.23K	﹤0.01%	76
2025 Q3	$4.47K	Buy	50 +25	+100%	+$2.19K	﹤0.01%	82
2025 Q2	$2.21K	Buy	+25	New	+$2.18K	﹤0.01%	84

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advanced Asset Management Advisors's TLT Position: Q2 2026 in Review

Advanced Asset Management Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 50% in Q2 2026, selling an estimated $2.15K and leaving 25 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #83.

Advanced Asset Management Advisors first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.54K in Q4 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Advanced Asset Management Advisors held 25 shares of iShares 20+ Year Treasury Bond ETF worth $2.16K as of Q2 2026.
Advanced Asset Management Advisors sold 25 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.15K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #83 holding.
Advanced Asset Management Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Advanced Asset Management Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $6.54K in Q4 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.