Crescent Grove Advisors
TLT icon

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
Q3 		$1.09M Buy
14,023
+2,462
+21% +$203K 0.09% 131
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 		$4.18M 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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Crescent Grove Advisors's TLT Position: Q3 2026 in Review

Crescent Grove Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 21% in Q3 2026, buying an estimated $203K and bringing the position to 14,023 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #131.

Crescent Grove Advisors first reported a position in TLT in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.22M in Q1 2022. 660 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Crescent Grove Advisors held 14,023 shares of iShares 20+ Year Treasury Bond ETF worth $1.09M as of Q3 2026.
  • Crescent Grove Advisors bought 2,462 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $203K.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of Crescent Grove Advisors's portfolio in Q3 2026, its #131 holding.
  • Crescent Grove Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Crescent Grove Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.22M in Q1 2022.
  • 660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.