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

Beacon Pointe 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	$2.7M	Sell	31,242 -1,059	-3%	-$90.9K	0.01%	672
2026 Q1	$2.8M	Sell	32,301 -4,957	-13%	-$436K	0.01%	636
2025 Q4	$3.25M	Buy	37,258 +30,287	+434%	+$2.71M	0.02%	485
2025 Q3	$623K	Buy	+6,971	New	+$610K	0.01%	935
2025 Q1	–	Sell	-5,661	Closed	-$494K	–	1265
2024 Q4	$494K	Buy	5,661 +2,537	+81%	+$234K	0.01%	833
2024 Q3	$306K	Buy	3,124 +337	+12%	+$32.5K	﹤0.01%	1015
2024 Q2	$256K	Sell	2,787 -5,197	-65%	-$474K	﹤0.01%	1098
2024 Q1	$755K	Buy	7,984 +1,162	+17%	+$110K	0.01%	769
2023 Q4	$675K	Buy	6,822 +2,913	+75%	+$263K	0.01%	787
2023 Q3	$347K	Buy	+3,909	New	+$376K	﹤0.01%	1004
2023 Q2	–	Sell	-2,497	Closed	-$266K	–	1190
2023 Q1	$266K	Buy	+2,497	New	+$261K	﹤0.01%	976
2022 Q2	–	Sell	-66,976	Closed	-$8.85M	–	1213
2022 Q1	$8.85M	Buy	+66,976	New	+$9.24M	0.12%	172

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Pointe Advisors's TLT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.3% in Q2 2026, selling an estimated $90.9K and leaving 31,242 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #672.

Beacon Pointe Advisors first reported a position in TLT in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.85M in Q1 2022. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Beacon Pointe Advisors held 31,242 shares of iShares 20+ Year Treasury Bond ETF worth $2.7M as of Q2 2026.
Beacon Pointe Advisors sold 1,059 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $90.9K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #672 holding.
Beacon Pointe Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
Beacon Pointe Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $8.85M in Q1 2022.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.