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

Gallagher Fiduciary 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 		$424K Buy
4,889
+1,918
+65% +$169K 0.02% 193
2025
Q4 		$259K Buy
2,971
+610
+26% +$54.5K 0.01% 287
2025
Q3 		$211K Sell
2,361
-399
-14% -$34.9K 0.01% 293
2025
Q2 		$244K Buy
+2,760
New +$241K 0.01% 279
2025
Q1 		– Sell
-5,108
Closed -$446K – 334
2024
Q4 		$446K Buy
+5,108
New +$470K 0.09% 159

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

Gallagher Fiduciary Advisors's TLT Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 65% in Q1 2026, buying an estimated $169K and bringing the position to 4,889 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #193.

Gallagher Fiduciary Advisors first reported a position in TLT in Q4 2024 and has held it in 5 quarters since. The position peaked at $446K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Gallagher Fiduciary Advisors held 4,889 shares of iShares 20+ Year Treasury Bond ETF worth $424K as of Q1 2026.
  • Gallagher Fiduciary Advisors bought 1,918 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $169K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #193 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Gallagher Fiduciary Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $446K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.