Cetera Investment Advisers
TLT icon

Cetera Investment Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cetera Investment Advisers’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 		$85.2M Buy
982,608
+55,611
+6% +$4.89M 0.09% 216
2025
Q4 		$80.8M Buy
926,997
+39,216
+4% +$3.51M 0.09% 210
2025
Q3 		$79.3M Buy
887,781
+276,274
+45% +$24.2M 0.09% 203
2025
Q2 		$54M Sell
611,507
-74,161
-11% -$6.47M 0.09% 223
2025
Q1 		$62.4M Sell
685,668
-501,047
-42% -$44.6M 0.12% 173
2024
Q4 		$104M Sell
1,186,715
-142,318
-11% -$13.1M 0.22% 86
2024
Q3 		$130M Buy
1,329,033
+110,268
+9% +$10.6M 0.29% 71
2024
Q2 		$112M Sell
1,218,765
-46,168
-4% -$4.21M 0.26% 78
2024
Q1 		$120M Buy
1,264,933
+693,465
+121% +$65.6M 0.28% 66
2023
Q4 		$56.5M Sell
571,468
-206,184
-27% -$18.6M 0.46% 33
2023
Q3 		$69M Buy
777,652
+336,177
+76% +$32.3M 0.6% 31
2023
Q2 		$45.4M Buy
441,475
+25,126
+6% +$2.61M 0.38% 42
2023
Q1 		$44.3M Buy
416,349
+53,620
+15% +$5.61M 0.39% 44
2022
Q4 		$36.1M Buy
362,729
+173,521
+92% +$17.5M 0.33% 51
2022
Q3 		$19.4M Buy
189,208
+54,173
+40% +$6.1M 0.39% 46
2022
Q2 		$15.5M Sell
135,035
-21,194
-14% -$2.5M 0.25% 80
2022
Q1 		$20.6M Buy
156,229
+16,881
+12% +$2.33M 0.3% 62
2021
Q4 		$20.6M Buy
139,348
+10,978
+9% +$1.62M 0.3% 62
2021
Q3 		$18.5M Sell
128,370
-928
-0.7% -$138K 0.29% 65
2021
Q2 		$18.7M Buy
129,298
+33,098
+34% +$4.62M 0.3% 66
2021
Q1 		$13M Buy
96,200
+3,544
+4% +$514K 0.26% 84
2020
Q4 		$14.6M Buy
92,656
+72,283
+355% +$11.5M 0.29% 75
2020
Q3 		$3.33M Buy
20,373
+2,845
+16% +$472K 0.27% 94
2020
Q2 		$2.87M Buy
17,528
+4,563
+35% +$751K 0.27% 99
2020
Q1 		$2.14M Buy
12,965
+5,422
+72% +$808K 0.26% 107
2019
Q4 		$1.02M Buy
7,543
+1,133
+18% +$158K 0.1% 207
2019
Q3 		$916K Buy
+6,410
New +$891K 0.11% 200
2019
Q2 		– Sell
-1,751
Closed -$221K – 533
2019
Q1 		$221K Buy
+1,751
New +$213K 0.03% 438
2018
Q1 		– Sell
-1,967
Closed -$245K – 428
2017
Q4 		$245K Sell
1,967
-741
-27% -$93K 0.05% 348
2017
Q3 		$337K Sell
2,708
-3,675
-58% -$462K 0.07% 296
2017
Q2 		$798K Sell
6,383
-812
-11% -$100K 0.2% 138
2017
Q1 		$870K Buy
7,195
+4,063
+130% +$488K 0.24% 116
2016
Q4 		$373K Sell
3,132
-4,195
-57% -$525K 0.12% 212
2016
Q3 		$1.01M Buy
7,327
+447
+6% +$62K 0.43% 62
2016
Q2 		$957K Buy
6,880
+4,650
+209% +$613K 0.37% 75
2016
Q1 		$291K Buy
2,230
+67
+3% +$8.58K 0.13% 201
2015
Q4 		$260K Buy
+2,163
New +$264K 0.12% 205

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

Cetera Investment Advisers's TLT Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6% in Q1 2026, buying an estimated $4.89M and bringing the position to 982,608 shares worth $85.2M. The position accounts for 0.09% of the portfolio, ranked #216.

Cetera Investment Advisers first reported a position in TLT in Q4 2015 and has held it in 37 quarters since. The position peaked at $130M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Cetera Investment Advisers held 982,608 shares of iShares 20+ Year Treasury Bond ETF worth $85.2M as of Q1 2026.
  • Cetera Investment Advisers bought 55,611 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $4.89M.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of Cetera Investment Advisers's portfolio in Q1 2026, its #216 holding.
  • Cetera Investment Advisers first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and has held it in 37 quarters since.
  • Cetera Investment Advisers's iShares 20+ Year Treasury Bond ETF position peaked at $130M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.