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

Bell Investment 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	$40.5M	Buy	469,199 +43,030	+10%	+$3.69M	5.96%	5
2026 Q1	$36.9M	Sell	426,169 -4,382	-1%	-$385K	5.78%	5
2025 Q4	$37.5M	Buy	430,551 +15,412	+4%	+$1.38M	5.93%	5
2025 Q3	$37.1M	Buy	415,139 +28,249	+7%	+$2.47M	6.06%	5
2025 Q2	$34.1M	Buy	386,890 +21,082	+6%	+$1.84M	5.87%	5
2025 Q1	$33.3M	Buy	365,808 +10,798	+3%	+$961K	6.15%	5
2024 Q4	$31M	Buy	355,010 +25,720	+8%	+$2.37M	5.79%	5
2024 Q3	$32.3M	Buy	329,290 +13,356	+4%	+$1.29M	5.92%	5
2024 Q2	$29M	Buy	315,934 +9,741	+3%	+$888K	5.69%	5
2024 Q1	$29M	Buy	306,193 +30,176	+11%	+$2.85M	5.66%	5
2023 Q4	$27.3M	Buy	276,017 +9,983	+4%	+$902K	5.6%	5
2023 Q3	$23.6M	Buy	+266,034	New	+$25.6M	5.29%	5

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

Bell Investment Advisors's TLT Position: Q2 2026 in Review

Bell Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q2 2026, buying an estimated $3.69M and bringing the position to 469,199 shares worth $40.5M. The position accounts for 5.96% of the portfolio, ranked #5.

Bell Investment Advisors first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Bell Investment Advisors held 469,199 shares of iShares 20+ Year Treasury Bond ETF worth $40.5M as of Q2 2026.
Bell Investment Advisors bought 43,030 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.69M.
iShares 20+ Year Treasury Bond ETF made up 5.96% of Bell Investment Advisors's portfolio in Q2 2026, its #5 holding.
Bell Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.