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Advisor OS’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Advisor OS’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
2025
Q4 		– Sell
-2,254
Closed -$201K – 529
2025
Q3 		$201K Buy
+2,254
New +$197K 0.02% 454
2025
Q2 		– Sell
-2,227
Closed -$203K – 483
2025
Q1 		$203K Buy
+2,227
New +$198K 0.02% 407

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor OS's TLT Position: Q4 2025 in Review

Advisor OS sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,254 shares — an estimated $201K sold.

Advisor OS first reported a position in TLT in Q1 2025 and held it in 2 quarters. The position peaked at $203K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Advisor OS reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Advisor OS sold 2,254 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $201K.
  • Advisor OS first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
  • Advisor OS's iShares 20+ Year Treasury Bond ETF position peaked at $203K in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Advisor OS's 13F filing for Q4 2025, filed 4 Feb 2026.