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
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 $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

Latitude Advisors's TLT Position: Q2 2026 in Review

Latitude Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.1% in Q2 2026, selling an estimated $78.7K and leaving 42,684 shares worth $3.69M. The position accounts for 1.47% of the portfolio, ranked #11.

Latitude Advisors first reported a position in TLT in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.5M in Q1 2022. 427 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Latitude Advisors held 42,684 shares of iShares 20+ Year Treasury Bond ETF worth $3.69M as of Q2 2026.
  • Latitude Advisors sold 916 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $78.7K.
  • iShares 20+ Year Treasury Bond ETF made up 1.47% of Latitude Advisors's portfolio in Q2 2026, its #11 holding.
  • Latitude Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Latitude Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $11.5M in Q1 2022.
  • 427 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.