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Harbor Investment Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Harbor Investment 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
Q2 		$3.46K Hold
40
– – ﹤0.01% 1162
2026
Q1 		$3.47K Sell
40
-553
-93% -$48.6K ﹤0.01% 1066
2025
Q4 		$51.7K Hold
593
– – ﹤0.01% 653
2025
Q3 		$53K Sell
593
-38
-6% -$3.32K ﹤0.01% 629
2025
Q2 		$55.7K Buy
631
+591
+1,478% +$51.5K 0.01% 607
2025
Q1 		$3.64K Sell
40
-117
-75% -$10.4K ﹤0.01% 1013
2024
Q4 		$13.7K Hold
157
– – ﹤0.01% 809
2024
Q3 		$15.4K Sell
157
-7
-4% -$675 ﹤0.01% 793
2024
Q2 		$15.1K Sell
164
-194
-54% -$17.7K ﹤0.01% 781
2024
Q1 		$33.9K Sell
358
-7
-2% -$662 ﹤0.01% 652
2023
Q4 		$36.1K Sell
365
-224
-38% -$20.2K ﹤0.01% 618
2023
Q3 		$52.2K Buy
589
+104
+21% +$10K 0.01% 536
2023
Q2 		$49.9K Buy
485
+418
+624% +$43.4K 0.01% 713
2023
Q1 		$7.13K Hold
67
– – ﹤0.01% 1076
2022
Q4 		$6.67K Hold
67
– – ﹤0.01% 1072
2022
Q3 		$7K Hold
67
– – ﹤0.01% 1095
2022
Q2 		$8K Buy
67
+56
+509% +$6.59K ﹤0.01% 1074
2022
Q1 		$1K Buy
+11
New +$1.52K ﹤0.01% 1313
2021
Q4 		– Sell
-321
Closed -$46K – 1368
2021
Q3 		$46K Buy
321
+49
+18% +$7.28K 0.01% 760
2021
Q2 		$39K Sell
272
-305
-53% -$42.6K 0.01% 766
2021
Q1 		$78K Hold
577
– – 0.01% 556
2020
Q4 		$91K Sell
577
-1,449
-72% -$230K 0.01% 478
2020
Q3 		$331K Hold
2,026
– – 0.06% 209
2020
Q2 		$332K Buy
2,026
+1,754
+645% +$289K 0.07% 189
2020
Q1 		$45K Sell
272
-11
-4% -$1.64K 0.01% 424
2019
Q4 		$38K Buy
+283
New +$39.4K 0.01% 457

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

Harbor Investment Advisory's TLT Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 40 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Harbor Investment Advisory first reported a position in TLT in Q4 2019 and has held it in 26 quarters since. The position peaked at $332K in Q2 2020. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Harbor Investment Advisory held 40 shares of iShares 20+ Year Treasury Bond ETF worth $3.46K as of Q2 2026.
  • Harbor Investment Advisory left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1162 holding.
  • Harbor Investment Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Harbor Investment Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $332K in Q2 2020.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.