IAA
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Independent Advisor Alliance’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Independent Advisor Alliance’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 		$8.01M Sell
92,633
-98,516
-52% -$8.46M 0.19% 81
2026
Q1 		$16.6M Buy
191,149
+121,555
+175% +$10.7M 0.18% 113
2025
Q4 		$6.07M Sell
69,594
-847
-1% -$75.7K 0.15% 110
2025
Q3 		$6.3M Buy
70,441
+36,029
+105% +$3.15M 0.16% 102
2025
Q2 		$3.04M Buy
34,412
+1,839
+6% +$160K 0.09% 202
2025
Q1 		$2.97M Sell
32,573
-111,661
-77% -$9.94M 0.1% 191
2024
Q4 		$12.6M Buy
144,234
+113,008
+362% +$10.4M 0.17% 135
2024
Q3 		$3.06M Buy
31,226
+811
+3% +$78.2K 0.11% 161
2024
Q2 		$2.79M Buy
+30,415
New +$2.77M 0.1% 174
2020
Q1 		– Sell
-17,451
Closed -$2.36M – 812
2019
Q4 		$2.36M Buy
+17,451
New +$2.43M 0.1% 211

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

Independent Advisor Alliance's TLT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 52% in Q2 2026, selling an estimated $8.46M and leaving 92,633 shares worth $8.01M. The position accounts for 0.19% of the portfolio, ranked #81.

Independent Advisor Alliance first reported a position in TLT in Q4 2019 and has held it in 10 quarters since. The position peaked at $16.6M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Independent Advisor Alliance held 92,633 shares of iShares 20+ Year Treasury Bond ETF worth $8.01M as of Q2 2026.
  • Independent Advisor Alliance sold 98,516 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $8.46M.
  • iShares 20+ Year Treasury Bond ETF made up 0.19% of Independent Advisor Alliance's portfolio in Q2 2026, its #81 holding.
  • Independent Advisor Alliance first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 10 quarters since.
  • Independent Advisor Alliance's iShares 20+ Year Treasury Bond ETF position peaked at $16.6M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.