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
Q2 		$17.4K Hold
16,700
– – ﹤0.01% 4863
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 $1.55T 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

Cetera Investment Advisers's TLT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.7% in Q2 2026, selling an estimated $5.66M and leaving 916,717 shares worth $79.2M. The position accounts for 0.07% of the portfolio, ranked #275.

Cetera Investment Advisers first reported a position in TLT in Q4 2015 and has held it in 38 quarters since. The position peaked at $130M in Q3 2024. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cetera Investment Advisers held 916,717 shares of iShares 20+ Year Treasury Bond ETF worth $79.2M as of Q2 2026.
  • Cetera Investment Advisers sold 65,891 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.66M.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q2 2026, its #275 holding.
  • Cetera Investment Advisers first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and has held it in 38 quarters since.
  • Cetera Investment Advisers's iShares 20+ Year Treasury Bond ETF position peaked at $130M in Q3 2024.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.