CA
TLT icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Continuum Advisory's TLT Position: Q1 2026 in Review

Continuum Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 10,393 shares — an estimated $906K sold.

Continuum Advisory first reported a position in TLT in Q3 2022 and held it in 14 quarters. The position peaked at $16.5M in Q4 2023. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Continuum Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Continuum Advisory sold 10,393 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $906K.
  • Continuum Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 14 quarters.
  • Continuum Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $16.5M in Q4 2023.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.