AAS
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Avantax Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Avantax Advisory Services’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 		$18.8M Sell
212,969
-5,936
-3% -$518K 0.1% 155
2025
Q1 		$19.9M Sell
218,905
-68,068
-24% -$6.06M 0.12% 131
2024
Q4 		$25.1M Buy
286,973
+79,938
+39% +$7.36M 0.16% 99
2024
Q3 		$20.3M Buy
207,035
+27,270
+15% +$2.63M 0.13% 119
2024
Q2 		$16.5M Buy
179,765
+35,640
+25% +$3.25M 0.12% 130
2024
Q1 		$13.6M Sell
144,125
-9,470
-6% -$896K 0.12% 128
2023
Q4 		$15.2M Buy
153,595
+38,095
+33% +$3.44M 0.15% 110
2023
Q3 		$10.2M Buy
115,500
+47,289
+69% +$4.55M 0.11% 139
2023
Q2 		$7.02M Buy
68,211
+30,864
+83% +$3.2M 0.08% 188
2023
Q1 		$3.97M Buy
37,347
+5,927
+19% +$620K 0.05% 289
2022
Q4 		$3.13M Buy
31,420
+14,930
+91% +$1.5M 0.04% 327
2022
Q3 		$1.69M Buy
16,490
+7,293
+79% +$821K 0.03% 410
2022
Q2 		$1.06M Buy
9,197
+4,665
+103% +$549K 0.02% 536
2022
Q1 		$599K Sell
4,532
-4,825
-52% -$666K 0.01% 724
2021
Q4 		$1.39M Sell
9,357
-911
-9% -$134K 0.02% 438
2021
Q3 		$1.48M Sell
10,268
-54
-0.5% -$8.02K 0.02% 399
2021
Q2 		$1.49M Buy
10,322
+6,162
+148% +$860K 0.03% 392
2021
Q1 		$564K Sell
4,160
-51
-1% -$7.39K 0.01% 589
2020
Q4 		$657K Sell
4,211
-8,368
-67% -$1.33M 0.02% 473
2020
Q3 		$2.05M Buy
12,579
+1,821
+17% +$302K 0.03% 361
2020
Q2 		$1.77M Buy
10,758
+1,702
+19% +$280K 0.05% 239
2020
Q1 		$1.5M Buy
9,056
+5,981
+195% +$891K 0.04% 234
2019
Q4 		$416K Buy
+3,075
New +$428K 0.01% 529

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

Avantax Advisory Services's TLT Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.7% in Q2 2025, selling an estimated $518K and leaving 212,969 shares worth $18.8M. The position accounts for 0.1% of the portfolio, ranked #155.

Avantax Advisory Services first reported a position in TLT in Q4 2019 and has held it in 23 quarters since. The position peaked at $25.1M in Q4 2024. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Avantax Advisory Services held 212,969 shares of iShares 20+ Year Treasury Bond ETF worth $18.8M as of Q2 2025.
  • Avantax Advisory Services sold 5,936 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $518K.
  • iShares 20+ Year Treasury Bond ETF made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #155 holding.
  • Avantax Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $25.1M in Q4 2024.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.