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Investment Research & Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Investment Research & Advisory Group’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 		$1.04K Buy
+12
New +$1.03K ﹤0.01% 294

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Investment Research & Advisory Group's TLT Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 12 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings.

397 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Investment Research & Advisory Group held 12 shares of iShares 20+ Year Treasury Bond ETF worth $1.04K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Investment Research & Advisory Group position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #294 holding.
  • 397 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.