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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlas Private Wealth Advisors's TLT Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.5% in Q1 2026, buying an estimated $216K and bringing the position to 46,760 shares worth $4.05M. The position accounts for 0.95% of the portfolio, ranked #25.

Atlas Private Wealth Advisors first reported a position in TLT in Q2 2020 and has held it in 20 quarters since. The position peaked at $5.87M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Atlas Private Wealth Advisors held 46,760 shares of iShares 20+ Year Treasury Bond ETF worth $4.05M as of Q1 2026.
Atlas Private Wealth Advisors bought 2,456 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $216K.
iShares 20+ Year Treasury Bond ETF made up 0.95% of Atlas Private Wealth Advisors's portfolio in Q1 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 20 quarters since.
Atlas Private Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.87M in Q1 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

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