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Crescent Grove Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Crescent Grove 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 		$999K Buy
+11,561
New +$993K 0.08% 138
2024
Q2 		– Sell
-45,618
Closed -$4.32M – 317
2024
Q1 		$4.32M Sell
45,618
-2,909
-6% -$275K 0.45% 45
2023
Q4 		$4.8M Buy
48,527
+19,337
+66% +$1.75M 0.54% 39
2023
Q3 		$2.59M Buy
+29,190
New +$2.81M 0.32% 57
2022
Q4 		– Sell
-29,045
Closed -$2.98M – 287
2022
Q3 		$2.98M Sell
29,045
-1,325
-4% -$149K 0.34% 43
2022
Q2 		$3.49M Sell
30,370
-9,130
-23% -$1.08M 0.37% 40
2022
Q1 		$5.22M Buy
39,500
+13,335
+51% +$1.84M 0.51% 36
2021
Q4 		$3.88M Sell
26,165
-94
-0.4% -$13.9K 0.36% 42
2021
Q3 		$3.79M Sell
26,259
-7,396
-22% -$1.1M 0.4% 41
2021
Q2 		$4.86M Buy
33,655
+349
+1% +$48.7K 0.51% 36
2021
Q1 		$4.51M Buy
33,306
+9,999
+43% +$1.45M 0.53% 33
2020
Q4 		$3.68M Sell
23,307
-2,152
-8% -$342K 0.48% 36
2020
Q3 		$4.16M Sell
25,459
-8
-0% -$1.33K 0.83% 28
2020
Q2 		$4.17M Buy
25,467
+10,485
+70% +$1.73M 0.88% 27
2020
Q1 		$2.47M Sell
14,982
-1,097
-7% -$164K 0.55% 33
2019
Q4 		$2.18M Buy
+16,079
New +$2.24M 0.38% 43

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

Crescent Grove Advisors's TLT Position: Q2 2026 in Review

Crescent Grove Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 11,561 shares worth $999K. The stake represents 0.08% of the portfolio and ranks #138 among its holdings. This is a return to the name: Crescent Grove Advisors previously reported a position in TLT as recently as Q1 2024.

Crescent Grove Advisors first reported a position in TLT in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.22M in Q1 2022. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Crescent Grove Advisors held 11,561 shares of iShares 20+ Year Treasury Bond ETF worth $999K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Crescent Grove Advisors position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Crescent Grove Advisors's portfolio in Q2 2026, its #138 holding.
  • Crescent Grove Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Crescent Grove Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.22M in Q1 2022.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.