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

Delos Wealth 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 		$1.6M Buy
18,435
+8,970
+95% +$789K 0.91% 32
2025
Q4 		$825K Buy
9,465
+2,670
+39% +$239K 0.54% 36
2025
Q3 		$607K Buy
6,795
+5,204
+327% +$455K 0.41% 39
2025
Q2 		$140K Buy
+1,591
New +$139K 0.11% 62
2025
Q1 		– Sell
-656
Closed -$57.3K – 172
2024
Q4 		$57.3K Sell
656
-24,108
-97% -$2.22M 0.05% 71
2024
Q3 		$2.43M Buy
24,764
+2,760
+13% +$266K 2.12% 20
2024
Q2 		$2.02M Buy
22,004
+3,515
+19% +$320K 1.95% 23
2024
Q1 		$1.75M Buy
18,489
+17,744
+2,382% +$1.68M 1.97% 20
2023
Q4 		$73.7K Buy
745
+280
+60% +$25.3K 0.11% 50
2023
Q3 		$44.9K Buy
465
+365
+365% +$35.1K 0.05% 74
2023
Q2 		$10.3K Buy
+100
New +$10.4K 0.01% 137
2022
Q4 		– Sell
-130
Closed -$13K – 404
2022
Q3 		$13K Buy
130
+30
+30% +$3.38K 0.02% 120
2022
Q2 		$11K Buy
+100
New +$11.8K 0.01% 135

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Delos Wealth Advisors's TLT Position: Q1 2026 in Review

Delos Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 95% in Q1 2026, buying an estimated $789K and bringing the position to 18,435 shares worth $1.6M. The position accounts for 0.91% of the portfolio, ranked #32.

Delos Wealth Advisors first reported a position in TLT in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.43M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Delos Wealth Advisors held 18,435 shares of iShares 20+ Year Treasury Bond ETF worth $1.6M as of Q1 2026.
  • Delos Wealth Advisors bought 8,970 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $789K.
  • iShares 20+ Year Treasury Bond ETF made up 0.91% of Delos Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • Delos Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • Delos Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.43M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.