GSIAS
TLT icon

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
2023
Q3 		– Sell
-700
Closed -$72.1K – 248
2023
Q2 		$72.1K Buy
+700
New +$72.6K 0.03% 221

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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 $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.