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

Argent 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
Q1 		$225K Buy
+2,592
New +$228K 0.06% 161
2024
Q4 		– Sell
-15,000
Closed -$1.47M – 146
2024
Q3 		$1.47M Buy
+15,000
New +$1.45M 0.55% 52

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Argent Advisors's TLT Position: Q1 2026 in Review

Argent Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 2,592 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #161 among its holdings. This is a return to the name: Argent Advisors previously reported a position in TLT as recently as Q3 2024.

Argent Advisors first reported a position in TLT in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.47M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Argent Advisors held 2,592 shares of iShares 20+ Year Treasury Bond ETF worth $225K as of Q1 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Argent Advisors position in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Argent Advisors's portfolio in Q1 2026, its #161 holding.
  • Argent Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • Argent Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.47M in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.