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Carrera Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Carrera Capital 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 		$16.6M Sell
191,680
-4,710
-2% -$404K 2.45% 9
2026
Q1 		$17M Buy
196,390
+26,958
+16% +$2.37M 2.62% 8
2025
Q4 		$14.8M Buy
169,432
+132,792
+362% +$11.9M 2.48% 10
2025
Q3 		$3.27M Buy
36,640
+33,413
+1,035% +$2.92M 0.59% 33
2025
Q2 		$285K Sell
3,227
-215
-6% -$18.7K 0.06% 119
2025
Q1 		$313K Buy
+3,442
New +$306K 0.07% 125

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

Carrera Capital Advisors's TLT Position: Q2 2026 in Review

Carrera Capital Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.4% in Q2 2026, selling an estimated $404K and leaving 191,680 shares worth $16.6M. The position accounts for 2.45% of the portfolio, ranked #9.

Carrera Capital Advisors first reported a position in TLT in Q1 2025 and has held it in 6 quarters since. The position peaked at $17M in Q1 2026. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Carrera Capital Advisors held 191,680 shares of iShares 20+ Year Treasury Bond ETF worth $16.6M as of Q2 2026.
  • Carrera Capital Advisors sold 4,710 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $404K.
  • iShares 20+ Year Treasury Bond ETF made up 2.45% of Carrera Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Carrera Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Carrera Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $17M in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.