GVAG
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Great Valley Advisor Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Great Valley Advisor 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 		$2.02M Buy
23,307
+472
+2% +$41.5K 0.04% 372
2025
Q4 		$1.99M Sell
22,835
-399
-2% -$35.7K 0.04% 342
2025
Q3 		$2.08M Buy
23,234
+3,095
+15% +$271K 0.04% 328
2025
Q2 		$1.78M Sell
20,139
-164
-0.8% -$14.3K 0.04% 336
2025
Q1 		$1.85M Sell
20,303
-18,512
-48% -$1.65M 0.04% 324
2024
Q4 		$3.39M Sell
38,815
-4,062
-9% -$374K 0.08% 238
2024
Q3 		$4.21M Buy
42,877
+11,259
+36% +$1.09M 0.1% 201
2024
Q2 		$2.9M Buy
31,618
+3,867
+14% +$352K 0.08% 233
2024
Q1 		$2.63M Buy
27,751
+11,076
+66% +$1.05M 0.08% 234
2023
Q4 		$1.65M Buy
16,675
+420
+3% +$37.9K 0.06% 268
2023
Q3 		$1.44M Sell
16,255
-200,838
-93% -$19.3M 0.06% 264
2023
Q2 		$22.3M Buy
217,093
+773
+0.4% +$80.2K 0.94% 17
2023
Q1 		$23M Buy
+216,320
New +$22.6M 1.07% 15
2022
Q4 		– Sell
-50,774
Closed -$5.2M – 737
2022
Q3 		$5.2M Buy
50,774
+46,243
+1,021% +$5.21M 0.29% 85
2022
Q2 		$521K Buy
4,531
+1,539
+51% +$181K 0.03% 416
2022
Q1 		$395K Buy
2,992
+394
+15% +$54.3K 0.02% 436
2021
Q4 		$385K Buy
2,598
+826
+47% +$122K 0.02% 443
2021
Q3 		$256K Sell
1,772
-229
-11% -$34K 0.02% 504
2021
Q2 		$289K Buy
2,001
+176
+10% +$24.6K 0.02% 459
2021
Q1 		$247K Sell
1,825
-2,046
-53% -$297K 0.02% 447
2020
Q4 		$611K Buy
3,871
+391
+11% +$62.1K 0.06% 252
2020
Q3 		$568K Sell
3,480
-12,485
-78% -$2.07M 0.07% 231
2020
Q2 		$2.62M Buy
15,965
+14,014
+718% +$2.31M 0.43% 61
2020
Q1 		$322K Sell
1,951
-1,154
-37% -$172K 0.09% 230
2019
Q4 		$421K Buy
3,105
+434
+16% +$60.4K 0.09% 229
2019
Q3 		$382K Buy
2,671
+331
+14% +$46K 0.09% 235
2019
Q2 		$311K Sell
2,340
-998
-30% -$127K 0.08% 250
2019
Q1 		$422K Buy
+3,338
New +$406K 0.13% 173

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

Great Valley Advisor Group's TLT Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.1% in Q1 2026, buying an estimated $41.5K and bringing the position to 23,307 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #372.

Great Valley Advisor Group first reported a position in TLT in Q1 2019 and has held it in 28 quarters since. The position peaked at $23M in Q1 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Great Valley Advisor Group held 23,307 shares of iShares 20+ Year Treasury Bond ETF worth $2.02M as of Q1 2026.
  • Great Valley Advisor Group bought 472 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $41.5K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #372 holding.
  • Great Valley Advisor Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Great Valley Advisor Group's iShares 20+ Year Treasury Bond ETF position peaked at $23M in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.