CIA
TLT icon

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

Concurrent Investment 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 		$48.6M Buy
561,799
+113,558
+25% +$9.75M 0.41% 42
2026
Q1 		$38.9M Sell
448,241
-87,882
-16% -$7.73M 0.42% 43
2025
Q4 		$46.7M Buy
536,123
+33,247
+7% +$2.97M 0.53% 27
2025
Q3 		$44.9M Sell
502,876
-20,970
-4% -$1.83M 0.77% 16
2025
Q2 		$46.2M Buy
523,846
+108,447
+26% +$9.46M 0.89% 10
2025
Q1 		$37.8M Sell
415,399
-13,065
-3% -$1.16M 0.92% 13
2024
Q4 		$37.4M Buy
428,464
+33,195
+8% +$3.06M 1.01% 13
2024
Q3 		$38.8M Buy
395,269
+125,728
+47% +$12.1M 1.14% 10
2024
Q2 		$24.7M Buy
269,541
+19,882
+8% +$1.81M 0.81% 21
2024
Q1 		$23.6M Buy
249,659
+119,390
+92% +$11.3M 0.95% 19
2023
Q4 		$12.9M Buy
+130,269
New +$11.8M 0.61% 35

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

Concurrent Investment Advisors's TLT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 25% in Q2 2026, buying an estimated $9.75M and bringing the position to 561,799 shares worth $48.6M. The position accounts for 0.41% of the portfolio, ranked #42.

Concurrent Investment Advisors first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. 1,045 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Concurrent Investment Advisors held 561,799 shares of iShares 20+ Year Treasury Bond ETF worth $48.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 113,558 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.75M.
  • iShares 20+ Year Treasury Bond ETF made up 0.41% of Concurrent Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Concurrent Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.