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 Q2	$1.86M	Buy	21,468 +3,033	+16%	+$260K	0.95%	33
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Delos Wealth Advisors's TLT Position: Q2 2026 in Review

Delos Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q2 2026, buying an estimated $260K and bringing the position to 21,468 shares worth $1.86M. The position accounts for 0.95% of the portfolio, ranked #33.

Delos Wealth Advisors first reported a position in TLT in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.43M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Delos Wealth Advisors held 21,468 shares of iShares 20+ Year Treasury Bond ETF worth $1.86M as of Q2 2026.
Delos Wealth Advisors bought 3,033 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $260K.
iShares 20+ Year Treasury Bond ETF made up 0.95% of Delos Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Delos Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 14 quarters since.
Delos Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.43M in Q3 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.