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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's TLT Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 175% in Q1 2026, buying an estimated $10.7M and bringing the position to 191,149 shares worth $16.6M. The position accounts for 0.18% of the portfolio, ranked #113.

Independent Advisor Alliance first reported a position in TLT in Q4 2019 and has held it in 9 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Independent Advisor Alliance held 191,149 shares of iShares 20+ Year Treasury Bond ETF worth $16.6M as of Q1 2026.
Independent Advisor Alliance bought 121,555 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $10.7M.
iShares 20+ Year Treasury Bond ETF made up 0.18% of Independent Advisor Alliance's portfolio in Q1 2026, its #113 holding.
Independent Advisor Alliance first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 9 quarters since.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.