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BCM Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

BCM 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
Q2 		$2.98M Hold
35,837
– – 0.58% 30
2026
Q1 		$3.04M Hold
35,837
– – 0.6% 29
2025
Q4 		$3.15M Sell
35,837
-16
-0% -$1.43K 0.6% 29
2025
Q3 		$3.3M Sell
35,853
-361,520
-91% -$31.6M 0.66% 23
2025
Q2 		$34.7M Buy
397,373
+1,757
+0.4% +$153K 7.39% 5
2025
Q1 		$34.7M Sell
395,616
-740
-0.2% -$65.9K 7.87% 4
2024
Q4 		$35.6M Buy
396,356
+51,479
+15% +$4.74M 7.96% 5
2024
Q3 		$31.8M Buy
344,877
+5,034
+1% +$485K 7.3% 6
2024
Q2 		$32.4M Buy
339,843
+3,119
+0.9% +$284K 7.68% 5
2024
Q1 		$29.8M Buy
336,724
+4,074
+1% +$385K 7.54% 6
2023
Q4 		$31.8M Buy
332,650
+39,092
+13% +$3.53M 8.37% 4
2023
Q3 		$26.3M Sell
293,558
-22,585
-7% -$2.17M 7.79% 4
2023
Q2 		$32.2M Buy
316,143
+8,811
+3% +$914K 8.63% 4
2023
Q1 		$31.7M Buy
307,332
+20,107
+7% +$2.1M 8.58% 4
2022
Q4 		$31.2M Buy
287,225
+35,525
+14% +$3.58M 8.63% 4
2022
Q3 		$24.4M Buy
251,700
+1,330
+0.5% +$150K 7.17% 6
2022
Q2 		$29.4M Buy
250,370
+10,836
+5% +$1.28M 8.09% 5
2022
Q1 		$29M Sell
239,534
-1,221
-0.5% -$168K 7.7% 4
2021
Q4 		$34.3M Buy
240,755
+18,834
+8% +$2.78M 8.82% 4
2021
Q3 		$32.3M Sell
221,921
-410
-0.2% -$60.9K 8.63% 4
2021
Q2 		$33.7M Buy
222,331
+89,124
+67% +$12.4M 9.12% 4
2021
Q1 		$18.7M Buy
133,207
+17,584
+15% +$2.55M 5.64% 4
2020
Q4 		$18.2M Buy
115,623
+13,432
+13% +$2.13M 5.99% 5
2020
Q3 		$16.4M Sell
102,191
-10,150
-9% -$1.68M 6.05% 5
2020
Q2 		$18.4M Buy
112,341
+26,282
+31% +$4.33M 7.72% 4
2020
Q1 		$14.2M Sell
86,059
-9,921
-10% -$1.48M 6.83% 5
2019
Q4 		$13M Buy
95,980
+90,265
+1,579% +$12.6M 4.73% 7
2019
Q3 		$818K Hold
5,715
– – 0.35% 24
2019
Q2 		$759K Hold
5,715
– – 0.35% 24
2019
Q1 		$723K Buy
+5,715
New +$695K 0.34% 24

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCM Advisors's TLT Position: Q2 2026 in Review

BCM Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 35,837 shares worth $2.98M. The position accounts for 0.58% of the portfolio, ranked #30.

BCM Advisors first reported a position in TLT in Q1 2019 and has held it in 30 quarters since. The position peaked at $35.6M in Q4 2024. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • BCM Advisors held 35,837 shares of iShares 20+ Year Treasury Bond ETF worth $2.98M as of Q2 2026.
  • BCM Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.58% of BCM Advisors's portfolio in Q2 2026, its #30 holding.
  • BCM Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • BCM Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $35.6M in Q4 2024.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.