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

Coppell Advisory Solutions’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	$1.58M	Buy	+88	New	+$7.56K	0.13%	139
2025 Q1	–	Sell	-3,746	Closed	-$329K	–	1715
2024 Q4	$329K	Buy	3,746 +1,589	+74%	+$146K	0.05%	205
2024 Q3	$213K	Sell	2,157 -5,018	-70%	-$484K	0.03%	271
2024 Q2	$659K	Buy	+7,175	New	+$654K	0.11%	136
2023 Q4	$601K	Buy	6,081 +5,612	+1,197%	+$507K	0.12%	145
2023 Q3	$46.7K	Sell	469 -1,671	-78%	-$161K	0.02%	323
2023 Q2	$218K	Sell	2,140 -2,962	-58%	-$307K	0.06%	182
2023 Q1	$536K	Buy	5,102 +4,633	+988%	+$485K	0.18%	123
2022 Q4	$46.7K	Buy	+469	New	+$47.3K	0.02%	326
2020 Q4	$534K	Buy	+3,383	New	+$537K	0.27%	96

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

Coppell Advisory Solutions's TLT Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 88 shares worth $1.58M. The stake represents 0.13% of the portfolio and ranks #139 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in TLT as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in TLT in Q4 2020 and has held it in 10 quarters since. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Coppell Advisory Solutions held 88 shares of iShares 20+ Year Treasury Bond ETF worth $1.58M as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.13% of Coppell Advisory Solutions's portfolio in Q2 2026, its #139 holding.
Coppell Advisory Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 10 quarters since.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.