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

Clearstead 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 Q2	$354K	Buy	+4,092	New	+$351K	﹤0.01%	872
2023 Q3	–	Sell	-18	Closed	-$1.85K	–	1517
2023 Q2	$1.85K	Hold	18	–	–	﹤0.01%	1167
2023 Q1	$1.92K	Sell	18 -936	-98%	-$97.9K	﹤0.01%	1140
2022 Q4	$95K	Buy	954 +946	+11,825%	+$95.3K	0.01%	510
2022 Q3	$1K	Buy	+8	New	+$901	﹤0.01%	1201
2022 Q2	–	Sell	-36	Closed	-$5K	–	1451
2022 Q1	$5K	Hold	36	–	–	﹤0.01%	1087
2021 Q4	$5K	Buy	+36	New	+$5.31K	﹤0.01%	1008
2018 Q4	–	Sell	-13,616	Closed	-$1.6M	–	260
2018 Q3	$1.6M	Sell	13,616 -13,249	-49%	-$1.59M	0.22%	84
2018 Q2	$3.27M	Sell	26,865 -3,920	-13%	-$469K	0.47%	49
2018 Q1	$3.75M	Buy	30,785 +3,902	+15%	+$471K	0.54%	41
2017 Q4	$3.41M	Buy	26,883 +15,682	+140%	+$1.97M	0.46%	49
2017 Q3	$1.4M	Buy	11,201 +313	+3%	+$39.3K	0.18%	96
2017 Q2	$1.36M	Buy	10,888 +724	+7%	+$89.5K	0.2%	91
2017 Q1	$1.23M	Buy	10,164 +1,652	+19%	+$198K	0.18%	91
2016 Q4	$1.01M	Buy	+8,512	New	+$1.07M	0.16%	90

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Advisors's TLT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 4,092 shares worth $354K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TLT as recently as Q2 2023.

Clearstead Advisors first reported a position in TLT in Q4 2016 and has held it in 15 quarters since. The position peaked at $3.75M in Q1 2018. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Clearstead Advisors held 4,092 shares of iShares 20+ Year Treasury Bond ETF worth $354K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Clearstead Advisors position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #872 holding.
Clearstead Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 15 quarters since.
Clearstead Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.75M in Q1 2018.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.