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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
2025
Q4 		– Sell
-7,700
Closed -$688K – 1567
2025
Q3 		$688K Buy
+7,700
New +$673K 0.01% 900

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

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. 1,049 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.
  • 1,049 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.