Insigneo Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Insigneo Advisory Services’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	$2.19M	Sell	25,233 -6,927	-22%	-$609K	0.16%	121
2025 Q4	$2.8M	Sell	32,160 -19,971	-38%	-$1.79M	0.2%	94
2025 Q3	$4.66M	Buy	52,131 +6,186	+13%	+$541K	0.33%	46
2025 Q2	$4.05M	Buy	45,945 +18,672	+68%	+$1.63M	0.35%	47
2025 Q1	$2.48M	Buy	27,273 +3,549	+15%	+$316K	0.26%	76
2024 Q4	$2.07M	Sell	23,724 -3,186	-12%	-$293K	0.21%	89
2024 Q3	$2.64M	Sell	26,910 -7,540	-22%	-$727K	0.27%	74
2024 Q2	$3.4M	Buy	+34,450	New	+$3.14M	0.38%	44

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

Insigneo Advisory Services's TLT Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q1 2026, selling an estimated $609K and leaving 25,233 shares worth $2.19M. The position accounts for 0.16% of the portfolio, ranked #121.

Insigneo Advisory Services first reported a position in TLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.66M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Insigneo Advisory Services held 25,233 shares of iShares 20+ Year Treasury Bond ETF worth $2.19M as of Q1 2026.
Insigneo Advisory Services sold 6,927 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $609K.
iShares 20+ Year Treasury Bond ETF made up 0.16% of Insigneo Advisory Services's portfolio in Q1 2026, its #121 holding.
Insigneo Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $4.66M in Q3 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.