Arete Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.33M | Buy |
26,776
+102
| +0.4% | +$8.97K | 0.17% | 147 |
|
|
2025
Q4 | $2.33M | Buy |
26,674
+575
| +2% | +$51.4K | 0.14% | 156 |
|
|
2025
Q3 | $2.33M | Buy |
26,099
+6,406
| +33% | +$560K | 0.15% | 140 |
|
|
2025
Q2 | $1.74M | Sell |
19,693
-124,252
| -86% | -$10.8M | 0.12% | 173 |
|
|
2025
Q1 | $13.1M | Buy |
143,945
+29,888
| +26% | +$2.66M | 1% | 20 |
|
|
2024
Q4 | $9.97M | Sell |
114,057
-6,991
| -6% | -$643K | 0.72% | 27 |
|
|
2024
Q3 | $3.88M | Buy |
121,048
+37,934
| +46% | +$3.66M | 0.33% | 66 |
|
|
2024
Q2 | $7.64M | Buy |
83,114
+3,953
| +5% | +$360K | 0.63% | 29 |
|
|
2024
Q1 | $7.24M | Buy |
79,161
+4,763
| +6% | +$451K | 0.67% | 32 |
|
|
2023
Q4 | $7.36M | Buy |
74,398
+33,250
| +81% | +$3M | 0.56% | 31 |
|
|
2023
Q3 | $3.65M | Buy |
41,148
+20,685
| +101% | +$1.99M | 0.63% | 30 |
|
|
2023
Q2 | $2.11M | Buy |
20,463
+11,834
| +137% | +$1.23M | 0.19% | 120 |
|
|
2023
Q1 | $918K | Buy |
8,629
+3,864
| +81% | +$404K | 0.07% | 231 |
|
|
2022
Q4 | $474M | Buy |
4,765
+2,023
| +74% | +$204K | 0.04% | 335 |
|
|
2022
Q3 | $281K | Buy |
2,742
+910
| +50% | +$102K | 0.03% | 421 |
|
|
2022
Q2 | $211K | Sell |
1,832
-2,108
| -54% | -$248K | 0.02% | 420 |
|
|
2022
Q1 | $520K | Sell |
3,940
-7,740
| -66% | -$1.07M | 0.04% | 274 |
|
|
2021
Q4 | $1.73M | Sell |
11,680
-33,239
| -74% | -$4.9M | 0.15% | 134 |
|
|
2021
Q3 | $6.53M | Buy |
44,919
+40,395
| +893% | +$6M | 0.72% | 30 |
|
|
2021
Q2 | $243K | Sell |
4,524
-7,027
| -61% | -$980K | 0.03% | 296 |
|
|
2021
Q1 | $1.56M | Sell |
11,551
-15,362
| -57% | -$2.23M | 0.2% | 107 |
|
|
2020
Q4 | $4.27M | Buy |
26,913
+853
| +3% | +$135K | 0.61% | 38 |
|
|
2020
Q3 | $4.25M | Sell |
26,060
-6,727
| -21% | -$1.12M | 0.64% | 33 |
|
|
2020
Q2 | $5.38M | Buy |
32,787
+25,184
| +331% | +$4.15M | 0.93% | 20 |
|
|
2020
Q1 | $1.26M | Sell |
7,603
-35,846
| -83% | -$5.34M | 0.25% | 96 |
|
|
2019
Q4 | $5.89M | Sell |
43,449
-17,793
| -29% | -$2.48M | 1.02% | 18 |
|
|
2019
Q3 | $8.76M | Buy |
61,242
+9,733
| +19% | +$1.35M | 1.68% | 7 |
|
|
2019
Q2 | $6.84M | Buy |
51,509
+18,142
| +54% | +$2.3M | 1.33% | 12 |
|
|
2019
Q1 | $4.22M | Buy |
33,367
+4,077
| +14% | +$496K | 0.88% | 14 |
|
|
2018
Q4 | $3.56M | Buy |
29,290
+27,095
| +1,234% | +$3.14M | 0.87% | 18 |
|
|
2018
Q3 | $257K | Buy |
2,195
+37
| +2% | +$4.44K | 0.06% | 294 |
|
|
2018
Q2 | $263K | Buy |
2,158
+510
| +31% | +$61K | 0.06% | 299 |
|
|
2018
Q1 | $201K | Buy |
+1,648
| New | +$199K | 0.07% | 301 |
|
|
2016
Q3 | – | Sell |
-2,418
| Closed | -$336K | – | 169 |
|
|
2016
Q2 | $336K | Buy |
+2,418
| New | +$319K | 0.21% | 90 |
|
|
2015
Q1 | – | Sell |
-3,868
| Closed | -$487K | – | 163 |
|
|
2014
Q4 | $487K | Buy |
+3,868
| New | +$469K | 0.34% | 72 |
|
Other funds holding TLT
Arete Wealth Advisors's TLT Position: Q1 2026 in Review
Arete Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.38% in Q1 2026, buying an estimated $8.97K and bringing the position to 26,776 shares worth $2.33M. The position accounts for 0.17% of the portfolio, ranked #147.
Arete Wealth Advisors first reported a position in TLT in Q4 2014 and has held it in 35 quarters since. The position peaked at $474M in Q4 2022. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Arete Wealth Advisors held 26,776 shares of iShares 20+ Year Treasury Bond ETF worth $2.33M as of Q1 2026.
- Arete Wealth Advisors bought 102 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $8.97K.
- iShares 20+ Year Treasury Bond ETF made up 0.17% of Arete Wealth Advisors's portfolio in Q1 2026, its #147 holding.
- Arete Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 35 quarters since.
- Arete Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $474M in Q4 2022.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.