CA
TLT icon

Claro Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Claro Advisors’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 		$961K Sell
11,083
-2,813
-20% -$247K 0.12% 152
2025
Q4 		$1.21M Buy
13,896
+1,633
+13% +$146K 0.17% 114
2025
Q3 		$1.1M Buy
12,263
+2,472
+25% +$216K 0.16% 113
2025
Q2 		$864K Sell
9,791
-798
-8% -$69.6K 0.14% 136
2025
Q1 		$964K Sell
10,589
-5,758
-35% -$513K 0.13% 150
2024
Q4 		$1.43M Buy
16,347
+149
+0.9% +$13.7K 0.19% 97
2024
Q3 		$1.59M Sell
16,198
-2,256
-12% -$218K 0.21% 95
2024
Q2 		$1.69M Buy
18,454
+8,583
+87% +$782K 0.26% 73
2024
Q1 		$934K Buy
+9,871
New +$934K 0.16% 143
2023
Q3 		– Sell
-2,233
Closed -$230K – 395
2023
Q2 		$230K Buy
+2,233
New +$232K 0.06% 319
2019
Q1 		– Sell
-15
Closed -$2K – 853
2018
Q4 		$2K Buy
+15
New +$1.74K ﹤0.01% 942

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

Claro Advisors's TLT Position: Q1 2026 in Review

Claro Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q1 2026, selling an estimated $247K and leaving 11,083 shares worth $961K. The position accounts for 0.12% of the portfolio, ranked #152.

Claro Advisors first reported a position in TLT in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.69M in Q2 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Claro Advisors held 11,083 shares of iShares 20+ Year Treasury Bond ETF worth $961K as of Q1 2026.
  • Claro Advisors sold 2,813 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $247K.
  • iShares 20+ Year Treasury Bond ETF made up 0.12% of Claro Advisors's portfolio in Q1 2026, its #152 holding.
  • Claro Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 11 quarters since.
  • Claro Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.69M in Q2 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.