Clean Yield Group
TLT icon

Clean Yield Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Clean Yield Group’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
Q3 		$34.2K Hold
440
– – 0.01% 268
2026
Q2 		$38K Hold
440
– – 0.01% 260
2026
Q1 		$38.1K Hold
440
– – 0.01% 243
2025
Q4 		$38.4K Hold
440
– – 0.01% 249
2025
Q3 		$39.3K Hold
440
– – 0.01% 243
2025
Q2 		$38.8K Hold
440
– – 0.01% 238
2025
Q1 		$40.1K Hold
440
– – 0.01% 244
2024
Q4 		$38.4K Sell
440
-1,140
-72% -$105K 0.01% 249
2024
Q3 		$155K Hold
1,580
– – 0.05% 148
2024
Q2 		$145K Sell
1,580
-1,822
-54% -$166K 0.05% 138
2024
Q1 		$322K Buy
3,402
+1,122
+49% +$106K 0.13% 101
2023
Q4 		$225K Sell
2,280
-2,050
-47% -$185K 0.1% 117
2023
Q3 		$383K Sell
4,330
-3,970
-48% -$382K 0.17% 85
2023
Q2 		$854K Buy
8,300
+2,000
+32% +$207K 0.35% 55
2023
Q1 		$670K Sell
6,300
-3,100
-33% -$324K 0.29% 68
2022
Q4 		$936K Buy
9,400
+1,450
+18% +$146K 0.4% 61
2022
Q3 		$814K Buy
7,950
+2,200
+38% +$248K 0.38% 59
2022
Q2 		$661K Buy
5,750
+3,000
+109% +$353K 0.27% 72
2022
Q1 		$363K Sell
2,750
-1,450
-35% -$200K 0.13% 106
2021
Q4 		$622K Sell
4,200
-1,050
-20% -$155K 0.2% 85
2021
Q3 		$758K Sell
5,250
-1,450
-22% -$215K 0.25% 73
2021
Q2 		$967K Buy
6,700
+3,405
+103% +$475K 0.33% 59
2021
Q1 		$446K Buy
3,295
+3,185
+2,895% +$462K 0.17% 88
2020
Q4 		$17K Hold
110
– – 0.01% 320
2020
Q3 		$18K Hold
110
– – 0.01% 276
2020
Q2 		$18K Buy
+110
New +$18.1K 0.01% 271
2016
Q4 		– Sell
-898
Closed -$123K – 267
2016
Q3 		$123K Hold
898
– – 0.05% 143
2016
Q2 		$125K Buy
+898
New +$118K 0.05% 141

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Clean Yield Group's TLT Position: Q3 2026 in Review

Clean Yield Group held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 440 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #268.

Clean Yield Group first reported a position in TLT in Q2 2016 and has held it in 28 quarters since. The position peaked at $967K in Q2 2021. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Clean Yield Group held 440 shares of iShares 20+ Year Treasury Bond ETF worth $34.2K as of Q3 2026.
  • Clean Yield Group left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Clean Yield Group's portfolio in Q3 2026, its #268 holding.
  • Clean Yield Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and has held it in 28 quarters since.
  • Clean Yield Group's iShares 20+ Year Treasury Bond ETF position peaked at $967K in Q2 2021.
  • 407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.