James T. Borello
TLT icon

James T. Borello’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

James T. Borello’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
Q3 		– Sell
-25
Closed -$2.16K – 1332
2026
Q2 		$2.16K Buy
+25
New +$2.15K ﹤0.01% 936

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

James T. Borello's TLT Position: Q3 2026 in Review

James T. Borello sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 25 shares — an estimated $2.16K sold.

James T. Borello first reported a position in TLT in Q2 2026 and held it in 1 quarter. The position peaked at $2.16K in Q2 2026. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • James T. Borello reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • James T. Borello sold 25 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $2.16K.
  • James T. Borello first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • James T. Borello's iShares 20+ Year Treasury Bond ETF position peaked at $2.16K in Q2 2026.
  • 407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.