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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
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
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

Bell Investment Advisors's TLT Position: Q1 2026 in Review

Bell Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1% in Q1 2026, selling an estimated $385K and leaving 426,169 shares worth $36.9M. The position accounts for 5.78% of the portfolio, ranked #5.

Bell Investment Advisors first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. The position peaked at $37.5M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Bell Investment Advisors held 426,169 shares of iShares 20+ Year Treasury Bond ETF worth $36.9M as of Q1 2026.
  • Bell Investment Advisors sold 4,382 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $385K.
  • iShares 20+ Year Treasury Bond ETF made up 5.78% of Bell Investment Advisors's portfolio in Q1 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 11 quarters since.
  • Bell Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $37.5M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.