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D.A. Davidson & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

D.A. Davidson & Co’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 		$25.2K Hold
8
– – ﹤0.01% 1579
2026
Q1 		$26.8K Buy
+8
New +$703 ﹤0.01% 1549

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

D.A. Davidson & Co's TLT Position: Q2 2026 in Review

D.A. Davidson & Co increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.2% in Q2 2026, buying an estimated $12.5K and bringing the position to 11,901 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #957.

D.A. Davidson & Co first reported a position in TLT in Q2 2013 and has held it in 41 quarters since. The position peaked at $17.6M in Q1 2025. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • D.A. Davidson & Co held 11,901 shares of iShares 20+ Year Treasury Bond ETF worth $1.03M as of Q2 2026.
  • D.A. Davidson & Co bought 145 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $12.5K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #957 holding.
  • D.A. Davidson & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 41 quarters since.
  • D.A. Davidson & Co's iShares 20+ Year Treasury Bond ETF position peaked at $17.6M in Q1 2025.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.