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

Cresta 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 Q1	$961K	Hold	11,085	–	–	0.39%	34
2025 Q4	$966K	Hold	11,085	–	–	0.41%	32
2025 Q3	$991K	Sell	11,085 -500	-4%	-$43.7K	0.44%	30
2025 Q2	$1.02M	Sell	11,585 -560	-5%	-$48.8K	0.5%	30
2025 Q1	$1.11M	Sell	12,145 -9,900	-45%	-$881K	0.57%	29
2024 Q4	$2.16M	Hold	22,045	–	–	1.13%	21
2024 Q3	$2.16M	Buy	22,045 +1,000	+5%	+$96.4K	1.13%	21
2024 Q2	$1.93M	Buy	21,045 +5,000	+31%	+$456K	1.15%	22
2024 Q1	$1.52M	Buy	16,045 +1,500	+10%	+$142K	0.96%	22
2023 Q4	$1.44M	Buy	+14,545	New	+$1.31M	0.96%	23

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cresta Advisors's TLT Position: Q1 2026 in Review

Cresta Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 11,085 shares worth $961K. The position accounts for 0.39% of the portfolio, ranked #34.

Cresta Advisors first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Cresta Advisors held 11,085 shares of iShares 20+ Year Treasury Bond ETF worth $961K as of Q1 2026.
Cresta Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up 0.39% of Cresta Advisors's portfolio in Q1 2026, its #34 holding.
Cresta Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Cresta Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.16M in Q4 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.