HighTower Advisors
TLT icon

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

HighTower 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
2025
Q3 		– Sell
-100,200
Closed -$171K – 4056
2025
Q2 		$171K Buy
100,200
+26,200
+35% +$2.28M ﹤0.01% 3351
2025
Q1 		$126K Sell
74,000
-42,600
-37% -$3.79M ﹤0.01% 3312
2024
Q4 		$45.7K Buy
116,600
+70,000
+150% +$6.44M ﹤0.01% 3465
2024
Q3 		$112K Sell
46,600
-31,200
-40% -$3.01M ﹤0.01% 3292
2024
Q2 		$214K Buy
77,800
+73,800
+1,845% +$6.72M ﹤0.01% 2983
2024
Q1 		$9.84K Buy
+4,000
New +$378K ﹤0.01% 3402
2023
Q2 		– Sell
-99,300
Closed -$633K – 3691
2023
Q1 		$633K Buy
+99,300
New +$10.4M ﹤0.01% 1950
2022
Q3 		– Sell
-2,500
Closed -$7K – 3400
2022
Q2 		$7K Buy
2,500
+2,359
+1,673% +$278K ﹤0.01% 3096
2022
Q1 		$26K Buy
+141
New +$19.4K ﹤0.01% 3139
2021
Q3 		– Sell
-1,700
Closed -$2K – 3436
2021
Q2 		$2K Buy
+1,700
New +$237K ﹤0.01% 3082
2021
Q1 		– Sell
-10
Closed -$4K – 3264
2020
Q4 		$4K Sell
10
-990
-99% -$157K ﹤0.01% 2543
2020
Q3 		$3K Buy
+1,000
New +$166K ﹤0.01% 2492
2020
Q2 		– Sell
-20,000
Closed -$57K – 2537
2020
Q1 		$57K Sell
20,000
-11,000
-35% -$1.64M ﹤0.01% 1997
2019
Q4 		$9K Buy
+31,000
New +$4.31M ﹤0.01% 2204
2019
Q3 		– Sell
-1,000
Closed -$4K – 2542
2019
Q2 		$4K Buy
+1,000
New +$127K ﹤0.01% 2331
2017
Q1 		– Sell
-1,000
Closed -$1K – 2165
2016
Q4 		$1K Buy
+1,000
New +$125K ﹤0.01% 1923
2016
Q3 		– Sell
-2,000
Closed -$21K – 1952
2016
Q2 		$21K Buy
+2,000
New +$264K ﹤0.01% 1683

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

HighTower Advisors's TLT Position: Q1 2026 in Review

HighTower Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 29% in Q1 2026, buying an estimated $16M and bringing the position to 808,615 shares worth $70.1M. The position accounts for 0.07% of the portfolio, ranked #267.

HighTower Advisors first reported a position in TLT in Q2 2013 and has held it in 50 quarters since. The position peaked at $84.8M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • HighTower Advisors held 808,615 shares of iShares 20+ Year Treasury Bond ETF worth $70.1M as of Q1 2026.
  • HighTower Advisors bought 181,642 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $16M.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of HighTower Advisors's portfolio in Q1 2026, its #267 holding.
  • HighTower Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 50 quarters since.
  • HighTower Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $84.8M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.