LA
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Latitude Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Latitude 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
Q3 		$3.34M Buy
42,944
+260
+0.6% +$21.4K 1.03% 16
2026
Q2 		$3.69M Sell
42,684
-916
-2% -$78.7K 1.47% 11
2026
Q1 		$3.78M Buy
43,600
+2,338
+6% +$206K 1.73% 7
2025
Q4 		$3.6M Buy
41,262
+848
+2% +$75.8K 1.58% 9
2025
Q3 		$3.61M Sell
40,414
-473
-1% -$41.4K 1.65% 11
2025
Q2 		$3.61M Buy
40,887
+2,106
+5% +$184K 1.82% 10
2025
Q1 		$3.53M Buy
38,781
+3,022
+8% +$269K 2.05% 7
2024
Q4 		$3.12M Buy
35,759
+5,511
+18% +$507K 1.76% 10
2024
Q3 		$2.97M Buy
30,248
+2,422
+9% +$234K 1.68% 9
2024
Q2 		$2.55M Sell
27,826
-21
-0.1% -$1.91K 1.56% 11
2024
Q1 		$2.63M Sell
27,847
-14,300
-34% -$1.35M 1.65% 13
2023
Q4 		$4.17M Sell
42,147
-719
-2% -$65K 2.93% 5
2023
Q3 		$3.8M Buy
42,866
+948
+2% +$91.1K 2.72% 7
2023
Q2 		$4.32M Buy
41,918
+8,089
+24% +$839K 3% 6
2023
Q1 		$3.6M Sell
33,829
-4,077
-11% -$427K 2.6% 7
2022
Q4 		$3.77M Sell
37,906
-16,577
-30% -$1.67M 2.83% 5
2022
Q3 		$5.58M Buy
+54,483
New +$6.13M 4.61% 3
2022
Q2 		– Sell
-86,817
Closed -$11.5M – 303
2022
Q1 		$11.5M Buy
86,817
+47,166
+119% +$6.51M 2.58% 6
2021
Q4 		$5.88M Buy
39,651
+16,963
+75% +$2.5M 1.64% 6
2021
Q3 		$3.27M Buy
+22,688
New +$3.37M 1.04% 13

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

Latitude Advisors's TLT Position: Q3 2026 in Review

Latitude Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.61% in Q3 2026, buying an estimated $21.4K and bringing the position to 42,944 shares worth $3.34M. The position accounts for 1.03% of the portfolio, ranked #16.

Latitude Advisors first reported a position in TLT in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.5M in Q1 2022. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Latitude Advisors held 42,944 shares of iShares 20+ Year Treasury Bond ETF worth $3.34M as of Q3 2026.
  • Latitude Advisors bought 260 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $21.4K.
  • iShares 20+ Year Treasury Bond ETF made up 1.03% of Latitude Advisors's portfolio in Q3 2026, its #16 holding.
  • Latitude Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Latitude Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $11.5M in Q1 2022.
  • 407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.