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Glass Jacobson Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Glass Jacobson Investment Advisors’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 		$71.4K Buy
826
+93
+13% +$7.99K 0.02% 291
2026
Q1 		$63.5K Buy
733
+108
+17% +$9.49K 0.02% 287
2025
Q4 		$54.5K Buy
625
+10
+2% +$894 0.02% 304
2025
Q3 		$55K Sell
615
-44
-7% -$3.85K 0.02% 295
2025
Q2 		$58.1K Sell
659
-256
-28% -$22.3K 0.02% 279
2025
Q1 		$79.9K Hold
915
– – 0.03% 319
2024
Q4 		$79.9K Sell
915
-461
-34% -$42.4K 0.03% 319
2024
Q3 		$135K Buy
1,376
+1,002
+268% +$96.6K 0.04% 254
2024
Q2 		$34.3K Hold
374
– – 0.01% 399
2024
Q1 		$35.4K Hold
374
– – 0.01% 396
2023
Q4 		$37K Hold
374
– – 0.02% 366
2023
Q3 		$33.2K Hold
374
– – 0.02% 362
2023
Q2 		$38.5K Buy
+374
New +$38.8K 0.02% 355
2022
Q4 		$55.7K Buy
+560
New +$56.4K 0.03% 330

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Glass Jacobson Investment Advisors's TLT Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q2 2026, buying an estimated $7.99K and bringing the position to 826 shares worth $71.4K. The position accounts for 0.02% of the portfolio, ranked #291.

Glass Jacobson Investment Advisors first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $135K in Q3 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Glass Jacobson Investment Advisors held 826 shares of iShares 20+ Year Treasury Bond ETF worth $71.4K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 93 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.99K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #291 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $135K in Q3 2024.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.