AA
TLT icon

Ancora Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ancora 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 		$67.2K Sell
777
-161
-17% -$13.8K ﹤0.01% 994
2026
Q1 		$81.3K Sell
938
-109
-10% -$9.58K ﹤0.01% 970
2025
Q4 		$91.3K Sell
1,047
-100
-9% -$8.94K ﹤0.01% 946
2025
Q3 		$103K Sell
1,147
-507
-31% -$44.3K ﹤0.01% 864
2025
Q2 		$146K Sell
1,654
-352
-18% -$30.7K ﹤0.01% 793
2025
Q1 		$183K Sell
2,006
-1
-0% -$89 ﹤0.01% 727
2024
Q4 		$175K Sell
2,007
-130
-6% -$12K ﹤0.01% 744
2024
Q3 		$210K Sell
2,137
-694
-25% -$66.9K ﹤0.01% 688
2024
Q2 		$260K Sell
2,831
-4,489
-61% -$409K 0.01% 611
2024
Q1 		$693K Buy
7,320
+288
+4% +$27.2K 0.02% 453
2023
Q4 		$695K Sell
7,032
-10,690
-60% -$966K 0.02% 440
2023
Q3 		$1.57M Buy
17,722
+6,614
+60% +$636K 0.04% 286
2023
Q2 		$1.14M Buy
11,108
+2,897
+35% +$301K 0.03% 331
2023
Q1 		$873K Sell
8,211
-12,492
-60% -$1.31M 0.02% 371
2022
Q4 		$2.06M Buy
20,703
+8,990
+77% +$906K 0.06% 250
2022
Q3 		$1.2M Buy
11,713
+11,313
+2,828% +$1.27M 0.04% 323
2022
Q2 		$46K Buy
+400
New +$47.1K ﹤0.01% 1201

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

Ancora Advisors's TLT Position: Q2 2026 in Review

Ancora Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q2 2026, selling an estimated $13.8K and leaving 777 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Ancora Advisors first reported a position in TLT in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.06M in Q4 2022. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Ancora Advisors held 777 shares of iShares 20+ Year Treasury Bond ETF worth $67.2K as of Q2 2026.
  • Ancora Advisors sold 161 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $13.8K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #994 holding.
  • Ancora Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Ancora Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.06M in Q4 2022.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.