Gladstone Institutional Advisory
TLT icon

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
Q3 		$3.89M Buy
49,955
+4,746
+10% +$391K 0.11% 189
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gladstone Institutional Advisory's TLT Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q3 2026, buying an estimated $391K and bringing the position to 49,955 shares worth $3.89M. The position accounts for 0.11% of the portfolio, ranked #189.

Gladstone Institutional Advisory first reported a position in TLT in Q3 2023 and has held it in 13 quarters since. The position peaked at $12.5M in Q3 2024. 829 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Gladstone Institutional Advisory held 49,955 shares of iShares 20+ Year Treasury Bond ETF worth $3.89M as of Q3 2026.
  • Gladstone Institutional Advisory bought 4,746 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $391K.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #189 holding.
  • Gladstone Institutional Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Gladstone Institutional Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $12.5M in Q3 2024.
  • 829 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.