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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
2024
Q3 		– Sell
-3,000
Closed -$275K – 2048
2024
Q2 		$275K Buy
+3,000
New +$273K ﹤0.01% 1559
2024
Q1 		– Sell
-7,000
Closed -$692K – 2065
2023
Q4 		$692K Buy
+7,000
New +$632K 0.01% 1043

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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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. 1,102 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.
  • 1,102 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.