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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
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
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

Gladstone Institutional Advisory's TLT Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 67% in Q1 2026, selling an estimated $8.31M and leaving 47,254 shares worth $4.1M. The position accounts for 0.15% of the portfolio, ranked #157.

Gladstone Institutional Advisory first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.5M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Gladstone Institutional Advisory held 47,254 shares of iShares 20+ Year Treasury Bond ETF worth $4.1M as of Q1 2026.
  • Gladstone Institutional Advisory sold 94,563 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $8.31M.
  • iShares 20+ Year Treasury Bond ETF made up 0.15% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #157 holding.
  • Gladstone Institutional Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Gladstone Institutional Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $12.5M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.