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Helium Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Helium 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 		$1.25M Buy
14,506
+618
+4% +$53.1K 1.04% 28
2026
Q1 		$1.2M Buy
13,888
+703
+5% +$61.8K 1.15% 22
2025
Q4 		$1.15M Buy
13,185
+2,189
+20% +$196K 1.16% 23
2025
Q3 		$983K Buy
10,996
+1,310
+14% +$115K 0.82% 27
2025
Q2 		$855K Buy
9,686
+857
+10% +$74.7K 0.54% 37
2025
Q1 		$804K Buy
8,829
+441
+5% +$39.3K 0.59% 33
2024
Q4 		$733K Buy
+8,388
New +$772K 0.58% 36

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

Helium Advisors's TLT Position: Q2 2026 in Review

Helium Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.4% in Q2 2026, buying an estimated $53.1K and bringing the position to 14,506 shares worth $1.25M. The position accounts for 1.04% of the portfolio, ranked #28.

Helium Advisors first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Helium Advisors held 14,506 shares of iShares 20+ Year Treasury Bond ETF worth $1.25M as of Q2 2026.
  • Helium Advisors bought 618 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $53.1K.
  • iShares 20+ Year Treasury Bond ETF made up 1.04% of Helium Advisors's portfolio in Q2 2026, its #28 holding.
  • Helium Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.