CCA
TLT icon

Checchi Capital Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Checchi Capital 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 		$8.81M Sell
101,950
-69,663
-41% -$5.98M 0.4% 53
2026
Q1 		$14.9M Buy
171,613
+56,479
+49% +$4.97M 0.75% 31
2025
Q4 		$10M Buy
115,134
+29,434
+34% +$2.63M 0.51% 45
2025
Q3 		$7.66M Sell
85,700
-718
-0.8% -$62.8K 0.4% 54
2025
Q2 		$7.63M Sell
86,418
-65,484
-43% -$5.71M 0.43% 53
2025
Q1 		$13.8M Buy
151,902
+65,366
+76% +$5.82M 0.73% 32
2024
Q4 		$7.56M Buy
86,536
+16,820
+24% +$1.55M 0.44% 56
2024
Q3 		$6.84M Buy
69,716
+61,557
+754% +$5.94M 0.38% 53
2024
Q2 		$749K Sell
8,159
-2,638
-24% -$240K 0.04% 236
2024
Q1 		$1.02M Sell
10,797
-4,078
-27% -$386K 0.08% 191
2023
Q4 		$1.47M Sell
14,875
-37,032
-71% -$3.35M 0.12% 144
2023
Q3 		$4.6M Sell
51,907
-5,260
-9% -$506K 0.43% 59
2023
Q2 		$5.88M Sell
57,167
-34,129
-37% -$3.54M 0.53% 54
2023
Q1 		$9.71M Buy
91,296
+22,318
+32% +$2.34M 0.94% 24
2022
Q4 		$6.87M Sell
68,978
-78,511
-53% -$7.91M 0.71% 37
2022
Q3 		$15.1M Buy
147,489
+136,095
+1,194% +$15.3M 1.41% 10
2022
Q2 		$1.34M Sell
11,394
-8,435
-43% -$993K 0.12% 135
2022
Q1 		$2.62M Sell
19,829
-15,336
-44% -$2.12M 0.22% 76
2021
Q4 		$5.21M Buy
35,165
+27,431
+355% +$4.04M 0.46% 49
2021
Q3 		$1.12M Buy
7,734
+55
+0.7% +$8.17K 0.11% 134
2021
Q2 		$1.11M Sell
7,679
-135
-2% -$18.8K 0.11% 136
2021
Q1 		$1.06M Sell
7,814
-4,125
-35% -$598K 0.1% 135
2020
Q4 		$1.88M Buy
11,939
+5,065
+74% +$804K 0.19% 91
2020
Q3 		$1.12M Buy
6,874
+701
+11% +$116K 0.12% 116
2020
Q2 		$1.01M Sell
6,173
-4,052
-40% -$667K 0.12% 121
2020
Q1 		$1.69M Buy
10,225
+3,476
+52% +$518K 0.16% 67
2019
Q4 		$914K Sell
6,749
-2,942
-30% -$410K 0.12% 121
2019
Q3 		$1.39M Buy
9,691
+749
+8% +$104K 0.18% 78
2019
Q2 		$1.19M Buy
8,942
+272
+3% +$34.5K 0.15% 91
2019
Q1 		$1.1M Sell
8,670
-2,767
-24% -$336K 0.13% 93
2018
Q4 		$1.39M Buy
11,437
+4,227
+59% +$489K 0.18% 75
2018
Q3 		$846K Buy
7,210
+717
+11% +$86.1K 0.1% 138
2018
Q2 		$790K Buy
6,493
+466
+8% +$55.7K 0.1% 134
2018
Q1 		$735K Buy
6,027
+374
+7% +$45.2K 0.1% 138
2017
Q4 		$717K Buy
5,653
+532
+10% +$66.8K 0.1% 142
2017
Q3 		$639K Buy
+5,121
New +$643K 0.06% 139
2017
Q2 		– Sell
-4,974
Closed -$600K – 405
2017
Q1 		$600K Buy
4,974
+302
+6% +$36.2K 0.07% 151
2016
Q4 		$557K Sell
4,672
-482
-9% -$60.4K 0.08% 153
2016
Q3 		$709K Buy
5,154
+314
+6% +$43.6K 0.08% 121
2016
Q2 		$672K Buy
4,840
+787
+19% +$104K 0.08% 119
2016
Q1 		$529K Sell
4,053
-7,096
-64% -$909K 0.12% 143
2015
Q4 		$1.34M Sell
11,149
-636
-5% -$77.5K 0.34% 59
2015
Q3 		$1.46M Buy
11,785
+7,615
+183% +$924K 0.4% 52
2015
Q2 		$490K Buy
4,170
+368
+10% +$45.2K 0.13% 149
2015
Q1 		$497K Sell
3,802
-5,652
-60% -$738K 0.15% 134
2014
Q4 		$1.19M Buy
9,454
+582
+7% +$70.6K 0.45% 53
2014
Q3 		$1.03M Buy
8,872
+942
+12% +$108K 0.42% 53
2014
Q2 		$900K Buy
7,930
+5,252
+196% +$586K 0.41% 56
2014
Q1 		$292K Buy
2,678
+586
+28% +$62.5K 0.18% 114
2013
Q4 		$213K Buy
+2,092
New +$219K 0.17% 128

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

Checchi Capital Advisers's TLT Position: Q2 2026 in Review

Checchi Capital Advisers reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 41% in Q2 2026, selling an estimated $5.98M and leaving 101,950 shares worth $8.81M. The position accounts for 0.4% of the portfolio, ranked #53.

Checchi Capital Advisers first reported a position in TLT in Q4 2013 and has held it in 50 quarters since. The position peaked at $15.1M in Q3 2022. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Checchi Capital Advisers held 101,950 shares of iShares 20+ Year Treasury Bond ETF worth $8.81M as of Q2 2026.
  • Checchi Capital Advisers sold 69,663 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.98M.
  • iShares 20+ Year Treasury Bond ETF made up 0.4% of Checchi Capital Advisers's portfolio in Q2 2026, its #53 holding.
  • Checchi Capital Advisers first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Checchi Capital Advisers's iShares 20+ Year Treasury Bond ETF position peaked at $15.1M in Q3 2022.
  • 633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.