GM Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

GM Advisory Group’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	$19M	Sell	218,628 -4,427	-2%	-$389K	0.73%	32
2025 Q4	$19.4M	Sell	223,055 -40,509	-15%	-$3.62M	0.76%	32
2025 Q3	$23.6M	Sell	263,564 -17,773	-6%	-$1.55M	1%	22
2025 Q2	$24.8M	Sell	281,337 -5,933	-2%	-$517K	1.23%	20
2025 Q1	$26.2M	Sell	287,270 -85,090	-23%	-$7.57M	1.41%	19
2024 Q4	$32.5M	Buy	372,360 +1,839	+0.5%	+$169K	1.8%	14
2024 Q3	$36.3M	Sell	370,521 -945	-0.3%	-$91.1K	2.18%	12
2024 Q2	$34.1M	Sell	371,466 -11,034	-3%	-$1.01M	2.2%	10
2024 Q1	$36.2M	Sell	382,500 -14,661	-4%	-$1.39M	2.54%	10
2023 Q4	$39.3M	Sell	397,161 -5,147	-1%	-$465K	2.97%	11
2023 Q3	$35.7M	Buy	+402,308	New	+$38.7M	2.92%	10
2022 Q4	–	Sell	-14,207	Closed	-$1.46M	–	185
2022 Q3	$1.46M	Buy	14,207 +7,926	+126%	+$892K	0.18%	57
2022 Q2	$721K	Sell	6,281 -2,277	-27%	-$268K	0.11%	88
2022 Q1	$1.13M	Sell	8,558 -152,096	-95%	-$21M	0.13%	83
2021 Q4	$23.8M	Sell	160,654 -16,990	-10%	-$2.5M	2.12%	15
2021 Q3	$25.6M	Buy	177,644 +67,605	+61%	+$10M	2.59%	13
2021 Q2	$15.9M	Buy	+110,039	New	+$15.4M	1.63%	17
2021 Q1	–	Sell	-92,384	Closed	-$14.6M	–	204
2020 Q4	$14.6M	Sell	92,384 -159,909	-63%	-$25.4M	1.95%	16
2020 Q3	$41.2M	Sell	252,293 -34,016	-12%	-$5.64M	6.3%	3
2020 Q2	$46.9M	Sell	286,309 -27,818	-9%	-$4.58M	8.68%	1
2020 Q1	$51.8M	Buy	314,127 +42,020	+15%	+$6.26M	14.11%	1
2019 Q4	$36.9M	Buy	272,107 +10,683	+4%	+$1.49M	11.41%	2
2019 Q3	$37.4M	Sell	261,424 -4,248	-2%	-$590K	11.63%	1
2019 Q2	$35.3M	Sell	265,672 -7,468	-3%	-$948K	11.09%	1
2019 Q1	$34.5M	Buy	273,140 +25,057	+10%	+$3.05M	11.35%	1
2018 Q4	$30.1M	Buy	248,083 +3,951	+2%	+$457K	11.22%	2
2018 Q3	$28.6M	Buy	244,132 +61,161	+33%	+$7.34M	8.97%	3
2018 Q2	$22.3M	Sell	182,971 -2,723	-1%	-$326K	6.61%	2
2018 Q1	$22.6M	Sell	185,694 -4,626	-2%	-$559K	6.83%	2
2017 Q4	$24.1M	Buy	+190,320	New	+$23.9M	6.57%	3

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GM Advisory Group's TLT Position: Q1 2026 in Review

GM Advisory Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2% in Q1 2026, selling an estimated $389K and leaving 218,628 shares worth $19M. The position accounts for 0.73% of the portfolio, ranked #32.

GM Advisory Group first reported a position in TLT in Q4 2017 and has held it in 30 quarters since. The position peaked at $51.8M in Q1 2020. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

GM Advisory Group held 218,628 shares of iShares 20+ Year Treasury Bond ETF worth $19M as of Q1 2026.
GM Advisory Group sold 4,427 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $389K.
iShares 20+ Year Treasury Bond ETF made up 0.73% of GM Advisory Group's portfolio in Q1 2026, its #32 holding.
GM Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 30 quarters since.
GM Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $51.8M in Q1 2020.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.