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Continuum Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Continuum Advisory’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 		$136K Buy
+1,575
New +$135K 0.01% 561
2026
Q1 		– Sell
-10,393
Closed -$906K – 480
2025
Q4 		$906K Sell
10,393
-1,664
-14% -$149K 0.09% 200
2025
Q3 		$1.08M Sell
12,057
-853
-7% -$74.6K 0.11% 165
2025
Q2 		$1.14M Sell
12,910
-1,713
-12% -$149K 0.14% 151
2025
Q1 		$1.33M Sell
14,623
-157,360
-91% -$14M 0.17% 125
2024
Q4 		$15M Sell
171,983
-4,600
-3% -$423K 1.93% 9
2024
Q3 		$15.9M Buy
176,583
+19,551
+12% +$1.89M 2.04% 7
2024
Q2 		$14.4M Buy
157,032
+2,940
+2% +$268K 2.08% 8
2024
Q1 		$14M Sell
154,092
-12,659
-8% -$1.2M 2.09% 7
2023
Q4 		$16.5M Buy
166,751
+143,532
+618% +$13M 2.35% 6
2023
Q3 		$2.06M Sell
23,219
-2,236
-9% -$215K 0.33% 77
2023
Q2 		$2.62M Buy
25,455
+16,209
+175% +$1.68M 0.42% 54
2023
Q1 		$983K Buy
9,246
+1,811
+24% +$189K 0.17% 151
2022
Q4 		$740K Buy
7,435
+656
+10% +$66.1K 0.13% 182
2022
Q3 		$695K Buy
+6,779
New +$763K 0.12% 186

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

Continuum Advisory's TLT Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 1,575 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in TLT as recently as Q4 2025.

Continuum Advisory first reported a position in TLT in Q3 2022 and has held it in 15 quarters since. The position peaked at $16.5M in Q4 2023. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Continuum Advisory held 1,575 shares of iShares 20+ Year Treasury Bond ETF worth $136K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Continuum Advisory position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #561 holding.
  • Continuum Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Continuum Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $16.5M in Q4 2023.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.