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Atlas Private Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Atlas Private Wealth 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 		$4.13M Buy
47,846
+1,086
+2% +$93.3K 0.91% 25
2026
Q1 		$4.05M Buy
46,760
+2,456
+6% +$216K 0.95% 25
2025
Q4 		$3.86M Buy
44,304
+305
+0.7% +$27.3K 0.9% 27
2025
Q3 		$3.93M Sell
43,999
-20,094
-31% -$1.76M 0.96% 28
2025
Q2 		$5.66M Sell
64,093
-423
-0.7% -$36.9K 0.73% 32
2025
Q1 		$5.87M Buy
64,516
+27,019
+72% +$2.41M 0.82% 30
2024
Q4 		$3.27M Buy
37,497
+22,446
+149% +$2.07M 0.46% 34
2024
Q3 		$1.48M Buy
15,051
+5,486
+57% +$529K 0.21% 55
2024
Q2 		$878K Buy
+9,565
New +$872K 0.14% 70
2023
Q4 		– Sell
-56,187
Closed -$4.98M – 189
2023
Q3 		$4.98M Buy
56,187
+26,519
+89% +$2.55M 0.94% 20
2023
Q2 		$3.05M Buy
29,668
+14,803
+100% +$1.54M 0.62% 23
2023
Q1 		$1.58M Hold
14,865
– – 0.73% 24
2022
Q4 		$1.48M Buy
14,865
+1,105
+8% +$111K 0.79% 24
2022
Q3 		$1.41M Buy
13,760
+2,582
+23% +$291K 0.85% 25
2022
Q2 		$1.28M Buy
+11,178
New +$1.32M 0.77% 30
2021
Q4 		– Sell
-223
Closed -$32K – 637
2021
Q3 		$32K Sell
223
-5,239
-96% -$778K 0.02% 286
2021
Q2 		$788K Hold
5,462
– – 0.43% 51
2021
Q1 		$740K Buy
5,462
+5,344
+4,529% +$775K 0.41% 51
2020
Q4 		$19K Hold
118
– – 0.01% 340
2020
Q3 		$19K Hold
118
– – 0.02% 318
2020
Q2 		$19K Buy
+118
New +$19.4K 0.02% 325

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

Atlas Private Wealth Advisors's TLT Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.3% in Q2 2026, buying an estimated $93.3K and bringing the position to 47,846 shares worth $4.13M. The position accounts for 0.91% of the portfolio, ranked #25.

Atlas Private Wealth Advisors first reported a position in TLT in Q2 2020 and has held it in 21 quarters since. The position peaked at $5.87M in Q1 2025. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Atlas Private Wealth Advisors held 47,846 shares of iShares 20+ Year Treasury Bond ETF worth $4.13M as of Q2 2026.
  • Atlas Private Wealth Advisors bought 1,086 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $93.3K.
  • iShares 20+ Year Treasury Bond ETF made up 0.91% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Atlas Private Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Atlas Private Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.87M in Q1 2025.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.