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 Q2	$2.86M	Buy	33,092 +7,859	+31%	+$675K	0.11%	142
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 $1.55T 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

Insigneo Advisory Services's TLT Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 31% in Q2 2026, buying an estimated $675K and bringing the position to 33,092 shares worth $2.86M. The position accounts for 0.11% of the portfolio, ranked #142.

Insigneo Advisory Services first reported a position in TLT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.66M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Insigneo Advisory Services held 33,092 shares of iShares 20+ Year Treasury Bond ETF worth $2.86M as of Q2 2026.
Insigneo Advisory Services bought 7,859 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $675K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of Insigneo Advisory Services's portfolio in Q2 2026, its #142 holding.
Insigneo Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $4.66M in Q3 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.