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IPG Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

IPG Investment Advisors’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 		$8.03M Buy
92,620
+40,144
+76% +$3.53M 1.38% 15
2025
Q4 		$4.57M Buy
52,476
+13,130
+33% +$1.17M 0.8% 31
2025
Q3 		$3.52M Sell
39,346
-109
-0.3% -$9.53K 0.63% 43
2025
Q2 		$3.48M Buy
39,455
+36,385
+1,185% +$3.17M 0.68% 39
2025
Q1 		$279K Buy
+3,070
New +$273K 0.06% 134
2024
Q4 		– Sell
-7,214
Closed -$708K – 207
2024
Q3 		$708K Buy
7,214
+724
+11% +$69.8K 0.15% 87
2024
Q2 		$596K Buy
6,490
+1,203
+23% +$110K 0.13% 87
2024
Q1 		$500K Buy
+5,287
New +$500K 0.11% 96
2023
Q4 		– Sell
-5,125
Closed -$455K – 213
2023
Q3 		$455K Buy
5,125
+2,835
+124% +$273K 0.1% 109
2023
Q2 		$236K Buy
2,290
+189
+9% +$19.6K 0.05% 147
2023
Q1 		$223K Sell
2,101
-2,600
-55% -$272K 0.05% 137
2022
Q4 		$468K Sell
4,701
-534
-10% -$53.8K 0.13% 79
2022
Q3 		$536K Buy
5,235
+2,570
+96% +$289K 0.15% 71
2022
Q2 		$306K Buy
+2,665
New +$314K 0.08% 111
2022
Q1 		– Sell
-3,505
Closed -$520K – 222
2021
Q4 		$520K Buy
+3,505
New +$517K 0.09% 110
2021
Q1 		– Sell
-1,604
Closed -$253K – 216
2020
Q4 		$253K Sell
1,604
-18,712
-92% -$2.97M 0.06% 139
2020
Q3 		$3.32M Sell
20,316
-20
-0.1% -$3.32K 0.95% 29
2020
Q2 		$3.33M Buy
20,336
+9,809
+93% +$1.61M 1.13% 27
2020
Q1 		$1.74M Sell
10,527
-2,155
-17% -$321K 0.73% 33
2019
Q4 		$1.72M Sell
12,682
-18,882
-60% -$2.63M 0.54% 40
2019
Q3 		$4.52M Buy
31,564
+15,689
+99% +$2.18M 1.58% 20
2019
Q2 		$2.11M Hold
15,875
– – 0.77% 30
2019
Q1 		$2.01M Sell
15,875
-7,637
-32% -$929K 0.69% 32
2018
Q4 		$2.86M Buy
23,512
+15,362
+188% +$1.78M 1.09% 24
2018
Q3 		$956K Buy
+8,150
New +$978K 0.31% 50
2018
Q1 		– Sell
-1,800
Closed -$228K – 170
2017
Q4 		$228K Buy
1,800
+100
+6% +$12.6K 0.1% 122
2017
Q3 		$212K Sell
1,700
-75
-4% -$9.42K 0.07% 120
2017
Q2 		$222K Buy
+1,775
New +$219K 0.09% 112
2017
Q1 		– Sell
-35,779
Closed -$4.26M – 149
2016
Q4 		$4.26M Sell
35,779
-51,782
-59% -$6.49M 1.73% 18
2016
Q3 		$12M Buy
87,561
+38,255
+78% +$5.31M 5.06% 6
2016
Q2 		$6.85M Buy
49,306
+4,106
+9% +$542K 2.83% 11
2016
Q1 		$5.9M Buy
45,200
+16,325
+57% +$2.09M 2.66% 10
2015
Q4 		$3.48M Buy
28,875
+19,175
+198% +$2.34M 1.61% 15
2015
Q3 		$1.2M Sell
9,700
-2,000
-17% -$243K 0.56% 35
2015
Q2 		$1.37M Buy
11,700
+3,800
+48% +$466K 0.5% 44
2015
Q1 		$1.03M Buy
+7,900
New +$1.03M 0.39% 50

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IPG Investment Advisors's TLT Position: Q1 2026 in Review

IPG Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 76% in Q1 2026, buying an estimated $3.53M and bringing the position to 92,620 shares worth $8.03M. The position accounts for 1.38% of the portfolio, ranked #15.

IPG Investment Advisors first reported a position in TLT in Q1 2015 and has held it in 36 quarters since. The position peaked at $12M in Q3 2016. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • IPG Investment Advisors held 92,620 shares of iShares 20+ Year Treasury Bond ETF worth $8.03M as of Q1 2026.
  • IPG Investment Advisors bought 40,144 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $3.53M.
  • iShares 20+ Year Treasury Bond ETF made up 1.38% of IPG Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • IPG Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2015 and has held it in 36 quarters since.
  • IPG Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $12M in Q3 2016.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.