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Alliance Wealth Advisors (Utah)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Alliance Wealth Advisors (Utah)’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 		– Sell
-4,386
Closed -$380K – 259
2026
Q1 		$380K Sell
4,386
-5,122
-54% -$450K 0.08% 165
2025
Q4 		$829K Sell
9,508
-5,915
-38% -$529K 0.18% 127
2025
Q3 		$1.38M Buy
+15,423
New +$1.35M 0.32% 81
2025
Q2 		– Sell
-35,123
Closed -$3.2M – 289
2025
Q1 		$3.2M Buy
+35,123
New +$3.13M 0.83% 41
2024
Q4 		– Sell
-98,286
Closed -$9.64M – 268
2024
Q3 		$9.64M Buy
+98,286
New +$9.48M 2.53% 4
2024
Q2 		– Sell
-56,333
Closed -$5.33M – 244
2024
Q1 		$5.33M Sell
56,333
-55,149
-49% -$5.22M 1.59% 8
2023
Q4 		$11M Buy
+111,482
New +$10.1M 3.7% 3
2023
Q3 		– Sell
-111,344
Closed -$11.5M – 231
2023
Q2 		$11.5M Buy
111,344
+2,823
+3% +$293K 4.26% 1
2023
Q1 		$11.5M Buy
108,521
+3,033
+3% +$317K 4.64% 2
2022
Q4 		$10.5M Buy
+105,488
New +$10.6M 4.72% 1

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s TLT Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 4,386 shares — an estimated $380K sold.

Alliance Wealth Advisors (Utah) first reported a position in TLT in Q4 2022 and held it in 10 quarters. The position peaked at $11.5M in Q1 2023. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 4,386 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $380K.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 10 quarters.
  • Alliance Wealth Advisors (Utah)'s iShares 20+ Year Treasury Bond ETF position peaked at $11.5M in Q1 2023.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.