Garden State Investment Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Garden State Investment Advisory Services’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	$407K	Buy	4,700 +4,000	+571%	+$352K	0.09%	174
2025 Q4	$61K	Hold	700	–	–	0.01%	317
2025 Q3	$62.6K	Sell	700 -800	-53%	-$70K	0.01%	305
2025 Q2	$132K	Buy	+1,500	New	+$131K	0.03%	289
2025 Q1	–	Sell	-1,800	Closed	-$477	–	315
2024 Q4	$477	Buy	+1,800	New	+$166K	﹤0.01%	277
2023 Q3	–	Sell	-100	Closed	-$10.3K	–	247
2023 Q2	$10.3K	Buy	+100	New	+$10.4K	﹤0.01%	237

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Garden State Investment Advisory Services's TLT Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.1% in Q1 2026, selling an estimated $141K and leaving 16,019 shares worth $1.39M. The position accounts for 0.31% of the portfolio, ranked #74.

Garden State Investment Advisory Services first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.03M in Q1 2025. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Garden State Investment Advisory Services held 16,019 shares of iShares 20+ Year Treasury Bond ETF worth $1.39M as of Q1 2026.
Garden State Investment Advisory Services sold 1,609 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $141K.
iShares 20+ Year Treasury Bond ETF made up 0.31% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #74 holding.
Garden State Investment Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Garden State Investment Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $2.03M in Q1 2025.
1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.