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
2025 Q2	–	Sell	-10,000	Closed	-$910K	–	1472
2025 Q1	$910K	Sell	10,000 -1,000	-9%	-$89K	0.02%	570
2024 Q4	$961K	Hold	11,000	–	–	0.03%	496
2024 Q3	$1.08M	Sell	11,000 -1,300	-11%	-$125K	0.03%	439
2024 Q2	$1.13M	Buy	12,300 +1,300	+12%	+$118K	0.04%	400
2024 Q1	$1.04M	Sell	11,000 -2,100	-16%	-$199K	0.04%	364
2023 Q4	$1.3M	Buy	+13,100	New	+$1.18M	0.06%	290

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Concurrent Investment Advisors's TLT Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q1 2026, selling an estimated $7.73M and leaving 448,241 shares worth $38.9M. The position accounts for 0.42% of the portfolio, ranked #43.

Concurrent Investment Advisors first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $46.7M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Concurrent Investment Advisors held 448,241 shares of iShares 20+ Year Treasury Bond ETF worth $38.9M as of Q1 2026.
Concurrent Investment Advisors sold 87,882 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $7.73M.
iShares 20+ Year Treasury Bond ETF made up 0.42% of Concurrent Investment Advisors's portfolio in Q1 2026, its #43 holding.
Concurrent Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $46.7M in Q4 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

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