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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors's TLT Position: Q2 2026 in Review

HighTower Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 30% in Q2 2026, buying an estimated $20.9M and bringing the position to 1,052,408 shares worth $90.9M. The position accounts for 0.09% of the portfolio, ranked #227.

HighTower Advisors first reported a position in TLT in Q2 2013 and has held it in 51 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

HighTower Advisors held 1,052,408 shares of iShares 20+ Year Treasury Bond ETF worth $90.9M as of Q2 2026.
HighTower Advisors bought 243,793 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $20.9M.
iShares 20+ Year Treasury Bond ETF made up 0.09% of HighTower Advisors's portfolio in Q2 2026, its #227 holding.
HighTower Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 51 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.