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

AssuredPartners Investment 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 		$823K Buy
9,495
+1,141
+14% +$100K 0.09% 207
2025
Q4 		$728K Buy
8,354
+5,404
+183% +$483K 0.11% 172
2025
Q3 		$264K Buy
+2,950
New +$258K 0.06% 221
2025
Q2 		– Sell
-9,045
Closed -$823K – 320
2025
Q1 		$823K Sell
9,045
-279
-3% -$24.8K 0.16% 138
2024
Q4 		$814K Buy
+9,324
New +$858K 0.16% 141

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

AssuredPartners Investment Advisors's TLT Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q1 2026, buying an estimated $100K and bringing the position to 9,495 shares worth $823K. The position accounts for 0.09% of the portfolio, ranked #207.

AssuredPartners Investment Advisors first reported a position in TLT in Q4 2024 and has held it in 5 quarters since. The position peaked at $823K in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • AssuredPartners Investment Advisors held 9,495 shares of iShares 20+ Year Treasury Bond ETF worth $823K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 1,141 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $100K.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #207 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • AssuredPartners Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $823K in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.