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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 $1.37T 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Pointe Advisors's TLT Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q1 2026, selling an estimated $436K and leaving 32,301 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #636.

Beacon Pointe Advisors first reported a position in TLT in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.85M in Q1 2022. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Beacon Pointe Advisors held 32,301 shares of iShares 20+ Year Treasury Bond ETF worth $2.8M as of Q1 2026.
  • Beacon Pointe Advisors sold 4,957 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $436K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #636 holding.
  • Beacon Pointe Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $8.85M in Q1 2022.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.