Gladstone Institutional Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Gladstone Institutional Advisory’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	$3.91M	Sell	45,209 -2,045	-4%	-$176K	0.12%	179
2026 Q1	$4.1M	Sell	47,254 -94,563	-67%	-$8.31M	0.15%	157
2025 Q4	$12.4M	Buy	141,817 +25,274	+22%	+$2.26M	0.47%	44
2025 Q3	$10.4M	Buy	116,543 +17,091	+17%	+$1.49M	0.4%	53
2025 Q2	$8.78M	Sell	99,452 -28,575	-22%	-$2.49M	0.36%	56
2025 Q1	$11.7M	Buy	128,027 +4,362	+4%	+$388K	0.54%	39
2024 Q4	$10.8M	Sell	123,665 -3,875	-3%	-$357K	0.5%	41
2024 Q3	$12.5M	Buy	127,540 +28,504	+29%	+$2.75M	0.61%	33
2024 Q2	$9.09M	Buy	99,036 +14,063	+17%	+$1.28M	0.47%	45
2024 Q1	$8.04M	Buy	84,973 +14,676	+21%	+$1.39M	0.44%	49
2023 Q4	$6.95M	Buy	70,297 +66,562	+1,782%	+$6.01M	0.39%	62
2023 Q3	$331K	Buy	+3,735	New	+$359K	0.02%	471

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gladstone Institutional Advisory's TLT Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.3% in Q2 2026, selling an estimated $176K and leaving 45,209 shares worth $3.91M. The position accounts for 0.12% of the portfolio, ranked #179.

Gladstone Institutional Advisory first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.5M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Gladstone Institutional Advisory held 45,209 shares of iShares 20+ Year Treasury Bond ETF worth $3.91M as of Q2 2026.
Gladstone Institutional Advisory sold 2,045 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $176K.
iShares 20+ Year Treasury Bond ETF made up 0.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #179 holding.
Gladstone Institutional Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Gladstone Institutional Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $12.5M in Q3 2024.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.