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Atria Wealth Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$8.23M Sell
93,588
-628,622
-87% -$54.8M 0.19% 125
2025
Q1 		$65.7M Buy
722,210
+63,237
+10% +$5.63M 0.79% 18
2024
Q4 		$57.5M Buy
658,973
+84,192
+15% +$7.75M 0.63% 22
2024
Q3 		$56.4M Buy
574,781
+23,109
+4% +$2.23M 0.61% 23
2024
Q2 		$50.6M Buy
551,672
+41,848
+8% +$3.81M 0.56% 26
2024
Q1 		$48.2M Buy
509,824
+78,766
+18% +$7.45M 0.54% 26
2023
Q4 		$42.6M Buy
431,058
+98,284
+30% +$8.88M 0.53% 27
2023
Q3 		$29.5M Buy
332,774
+172,539
+108% +$16.6M 0.41% 43
2023
Q2 		$16.5M Buy
160,235
+18,215
+13% +$1.89M 0.23% 97
2023
Q1 		$15.1M Sell
142,020
-24,469
-15% -$2.56M 0.22% 97
2022
Q4 		$16.6M Buy
166,489
+74,363
+81% +$7.49M 0.27% 89
2022
Q3 		$9.44M Buy
92,126
+10,965
+14% +$1.23M 0.16% 136
2022
Q2 		$9.32M Buy
81,161
+13,279
+20% +$1.56M 0.17% 130
2022
Q1 		$8.96M Buy
+67,882
New +$9.36M 0.15% 145

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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's TLT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 87% in Q2 2025, selling an estimated $54.8M and leaving 93,588 shares worth $8.23M. The position accounts for 0.19% of the portfolio, ranked #125.

Atria Wealth Solutions first reported a position in TLT in Q1 2022 and has held it in 14 quarters since. The position peaked at $65.7M in Q1 2025. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Atria Wealth Solutions held 93,588 shares of iShares 20+ Year Treasury Bond ETF worth $8.23M as of Q2 2025.
  • Atria Wealth Solutions sold 628,622 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $54.8M.
  • iShares 20+ Year Treasury Bond ETF made up 0.19% of Atria Wealth Solutions's portfolio in Q2 2025, its #125 holding.
  • Atria Wealth Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $65.7M in Q1 2025.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.