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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
Q2 		$378K Sell
4,372
-517
-11% -$44.4K 0.01% 260
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 $1.55T 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

Gallagher Fiduciary Advisors's TLT Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q2 2026, selling an estimated $44.4K and leaving 4,372 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #260.

Gallagher Fiduciary Advisors first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $446K in Q4 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Gallagher Fiduciary Advisors held 4,372 shares of iShares 20+ Year Treasury Bond ETF worth $378K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 517 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $44.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #260 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Gallagher Fiduciary Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $446K in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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