Cetera Investment Advisers
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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 		$38.6K Buy
+16,700
New +$1.47M ﹤0.01% 4611
2025
Q1 		– Sell
-2,000
Closed -$260 – 4067
2024
Q4 		$260 Buy
2,000
+1,000
+100% +$92K ﹤0.01% 3759
2024
Q3 		$2.33K Hold
1,000
– – ﹤0.01% 3696
2024
Q2 		$1.7K Buy
+1,000
New +$91.1K ﹤0.01% 3703

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. 1,087 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.
  • 1,087 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.