Envestnet Portfolio Solutions
TLT icon

Envestnet Portfolio Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Envestnet Portfolio Solutions’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 		$59.3M Buy
685,649
+662,248
+2,830% +$56.9M 0.28% 60
2026
Q1 		$2.03M Sell
23,401
-470,606
-95% -$41.4M 0.01% 452
2025
Q4 		$43.1M Buy
494,007
+24,683
+5% +$2.21M 0.15% 81
2025
Q3 		$41.9M Sell
469,324
-24,723
-5% -$2.16M 0.15% 82
2025
Q2 		$43.6M Sell
494,047
-413,069
-46% -$36M 0.16% 74
2025
Q1 		$82.6M Sell
907,116
-1,323,255
-59% -$118M 0.32% 55
2024
Q4 		$195M Buy
2,230,371
+592,846
+36% +$54.6M 0.64% 33
2024
Q3 		$161M Sell
1,637,525
-250,605
-13% -$24.2M 0.52% 42
2024
Q2 		$173M Buy
1,888,130
+110,265
+6% +$10M 0.6% 32
2024
Q1 		$168M Sell
1,777,865
-193,913
-10% -$18.3M 0.63% 33
2023
Q4 		$195M Buy
1,971,778
+135,218
+7% +$12.2M 0.81% 27
2023
Q3 		$163M Buy
+1,836,560
New +$177M 0.77% 27

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions's TLT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2,830% in Q2 2026, buying an estimated $56.9M and bringing the position to 685,649 shares worth $59.3M. The position accounts for 0.28% of the portfolio, ranked #60.

Envestnet Portfolio Solutions first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $195M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Envestnet Portfolio Solutions held 685,649 shares of iShares 20+ Year Treasury Bond ETF worth $59.3M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 662,248 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $56.9M.
  • iShares 20+ Year Treasury Bond ETF made up 0.28% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #60 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $195M in Q4 2023.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.