Atria Investments’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 | $10M | Sell |
115,627
-19,040
| -14% | -$1.67M | 0.11% | 197 |
|
|
2025
Q4 | $11.7M | Sell |
134,667
-11,231
| -8% | -$1M | 0.13% | 158 |
|
|
2025
Q3 | $13M | Sell |
145,898
-6,797
| -4% | -$595K | 0.15% | 136 |
|
|
2025
Q2 | $13.5M | Buy |
152,695
+10,304
| +7% | +$898K | 0.16% | 130 |
|
|
2025
Q1 | $13M | Sell |
142,391
-51,003
| -26% | -$4.54M | 0.17% | 135 |
|
|
2024
Q4 | $16.9M | Sell |
193,394
-89,582
| -32% | -$8.25M | 0.21% | 95 |
|
|
2024
Q3 | $27.8M | Buy |
282,976
+25,474
| +10% | +$2.46M | 0.34% | 51 |
|
|
2024
Q2 | $23.6M | Sell |
257,502
-39,359
| -13% | -$3.59M | 0.31% | 62 |
|
|
2024
Q1 | $28.1M | Sell |
296,861
-39,173
| -12% | -$3.71M | 0.39% | 51 |
|
|
2023
Q4 | $33.2M | Buy |
336,034
+70,931
| +27% | +$6.41M | 0.51% | 37 |
|
|
2023
Q3 | $23.5M | Buy |
265,103
+16,361
| +7% | +$1.57M | 0.42% | 46 |
|
|
2023
Q2 | $25.6M | Buy |
248,742
+50,564
| +26% | +$5.25M | 0.46% | 39 |
|
|
2023
Q1 | $21.1M | Buy |
198,178
+43,752
| +28% | +$4.58M | 0.4% | 48 |
|
|
2022
Q4 | $15.4M | Buy |
154,426
+18,068
| +13% | +$1.82M | 0.32% | 66 |
|
|
2022
Q3 | $14M | Buy |
136,358
+21,507
| +19% | +$2.42M | 0.31% | 68 |
|
|
2022
Q2 | $13.2M | Buy |
114,851
+30,000
| +35% | +$3.53M | 0.28% | 79 |
|
|
2022
Q1 | $11.2M | Sell |
84,851
-40,137
| -32% | -$5.54M | 0.2% | 124 |
|
|
2021
Q4 | $18.5M | Sell |
124,988
-196,577
| -61% | -$29M | 0.33% | 63 |
|
|
2021
Q3 | $46.4M | Buy |
321,565
+176,844
| +122% | +$26.3M | 0.84% | 14 |
|
|
2021
Q2 | $20.9M | Buy |
144,721
+63,406
| +78% | +$8.85M | 0.4% | 48 |
|
|
2021
Q1 | $11M | Sell |
81,315
-47,754
| -37% | -$6.92M | 0.24% | 93 |
|
|
2020
Q4 | $20.4M | Sell |
129,069
-190,803
| -60% | -$30.3M | 0.49% | 34 |
|
|
2020
Q3 | $52.2M | Sell |
319,872
-216,697
| -40% | -$35.9M | 1.59% | 8 |
|
|
2020
Q2 | $88M | Buy |
+536,569
| New | +$88.3M | 3.01% | 2 |
|
|
2020
Q1 | – | Sell |
-302,698
| Closed | -$41M | – | 1133 |
|
|
2019
Q4 | $41M | Sell |
302,698
-79,009
| -21% | -$11M | 1.11% | 15 |
|
|
2019
Q3 | $54.6M | Buy |
381,707
+7,729
| +2% | +$1.07M | 1.95% | 8 |
|
|
2019
Q2 | $54.2M | Buy |
373,978
+142,796
| +62% | +$18.1M | 2.02% | 8 |
|
|
2019
Q1 | $29.2M | Sell |
231,182
-426,698
| -65% | -$51.9M | 1.24% | 14 |
|
|
2018
Q4 | $79.9M | Buy |
657,880
+575,645
| +700% | +$66.6M | 3.54% | 4 |
|
|
2018
Q3 | $9.64M | Sell |
82,235
-134,163
| -62% | -$16.1M | 0.38% | 46 |
|
|
2018
Q2 | $26.3M | Buy |
216,398
+198,190
| +1,088% | +$23.7M | 1.16% | 13 |
|
|
2018
Q1 | $2.22M | Sell |
18,208
-54,401
| -75% | -$6.57M | 0.11% | 202 |
|
|
2017
Q4 | $9.21M | Buy |
72,609
+13,966
| +24% | +$1.75M | 0.46% | 36 |
|
|
2017
Q3 | $7.32M | Sell |
58,643
-3,095
| -5% | -$389K | 0.4% | 44 |
|
|
2017
Q2 | $7.72M | Buy |
61,738
+22,441
| +57% | +$2.77M | 0.47% | 34 |
|
|
2017
Q1 | $4.74M | Buy |
39,297
+15,755
| +67% | +$1.89M | 0.31% | 62 |
|
|
2016
Q4 | $2.81M | Sell |
23,542
-3,208
| -12% | -$402K | 0.21% | 88 |
|
|
2016
Q3 | $3.68M | Sell |
26,750
-8,632
| -24% | -$1.2M | 0.34% | 48 |
|
|
2016
Q2 | $5.05M | Buy |
35,382
+437
| +1% | +$57.6K | 0.54% | 28 |
|
|
2016
Q1 | $4.56M | Buy |
34,945
+21,824
| +166% | +$2.8M | 0.52% | 29 |
|
|
2015
Q4 | $1.62M | Buy |
13,121
+2,313
| +21% | +$282K | 0.18% | 88 |
|
|
2015
Q3 | $1.33M | Sell |
10,808
-4,730
| -30% | -$574K | 0.18% | 84 |
|
|
2015
Q2 | $1.82M | Sell |
15,538
-5,034
| -24% | -$618K | 0.21% | 68 |
|
|
2015
Q1 | $2.69M | Buy |
20,572
+13,817
| +205% | +$1.8M | 0.3% | 52 |
|
|
2014
Q4 | $851K | Buy |
+6,755
| New | +$819K | 0.09% | 185 |
|
Other funds holding TLT
Atria Investments's TLT Position: Q1 2026 in Review
Atria Investments reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q1 2026, selling an estimated $1.67M and leaving 115,627 shares worth $10M. The position accounts for 0.11% of the portfolio, ranked #197.
Atria Investments first reported a position in TLT in Q4 2014 and has held it in 45 quarters since. The position peaked at $88M in Q2 2020. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Atria Investments held 115,627 shares of iShares 20+ Year Treasury Bond ETF worth $10M as of Q1 2026.
- Atria Investments sold 19,040 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.67M.
- iShares 20+ Year Treasury Bond ETF made up 0.11% of Atria Investments's portfolio in Q1 2026, its #197 holding.
- Atria Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 45 quarters since.
- Atria Investments's iShares 20+ Year Treasury Bond ETF position peaked at $88M in Q2 2020.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.