GVAG
TLT icon

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
Q2 		$5.89K Buy
+1,800
New +$155K ﹤0.01% 1046

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

Great Valley Advisor Group's TLT Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.7% in Q2 2026, selling an estimated $175K and leaving 21,273 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #423.

Great Valley Advisor Group first reported a position in TLT in Q1 2019 and has held it in 29 quarters since. The position peaked at $23M in Q1 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Great Valley Advisor Group held 21,273 shares of iShares 20+ Year Treasury Bond ETF worth $1.84M as of Q2 2026.
  • Great Valley Advisor Group sold 2,034 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $175K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #423 holding.
  • Great Valley Advisor Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's iShares 20+ Year Treasury Bond ETF position peaked at $23M in Q1 2023.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.