CSPIA
TLT icon

Cary Street Partners Investment Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cary Street Partners Investment Advisory’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 		$3.65M Buy
42,282
+18,001
+74% +$1.55M 0.74% 30
2026
Q1 		$2.1M Sell
24,281
-6
-0% -$527 0.54% 45
2025
Q4 		$2.12M Buy
24,287
+24,023
+9,100% +$2.15M 0.57% 43
2025
Q3 		$23.6K Sell
264
-20
-7% -$1.75K 0.01% 502
2025
Q2 		$25.1K Buy
284
+161
+131% +$14K 0.01% 470
2025
Q1 		$11.2K Sell
123
-1,634
-93% -$145K 0.01% 477
2024
Q4 		$153K Sell
1,757
-9,795
-85% -$902K 0.1% 219
2024
Q3 		$1.13M Buy
11,552
+4,007
+53% +$386K 0.04% 350
2024
Q2 		$692K Sell
7,545
-391
-5% -$35.6K 0.03% 399
2024
Q1 		$751K Buy
7,936
+589
+8% +$55.7K 0.03% 378
2023
Q4 		$726K Buy
7,347
+2,152
+41% +$194K 0.03% 364
2023
Q3 		$461K Buy
5,195
+894
+21% +$85.9K 0.02% 410
2023
Q2 		$443K Buy
4,301
+3,926
+1,047% +$407K 0.03% 378
2023
Q1 		$39.9K Hold
375
– – ﹤0.01% 802
2022
Q4 		$37.3K Buy
+375
New +$37.8K ﹤0.01% 818
2020
Q4 		– Sell
-2,238
Closed -$365K – 815
2020
Q3 		$365K Buy
+2,238
New +$371K 0.08% 203

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's TLT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 74% in Q2 2026, buying an estimated $1.55M and bringing the position to 42,282 shares worth $3.65M. The position accounts for 0.74% of the portfolio, ranked #30.

Cary Street Partners Investment Advisory first reported a position in TLT in Q3 2020 and has held it in 16 quarters since. 735 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 42,282 shares of iShares 20+ Year Treasury Bond ETF worth $3.65M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 18,001 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.55M.
  • iShares 20+ Year Treasury Bond ETF made up 0.74% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #30 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 16 quarters since.
  • 735 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.