Lido Advisors
TLT icon

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

Lido 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 		$9.79M Sell
112,950
-99,435
-47% -$8.74M 0.03% 322
2025
Q4 		$18.7M Buy
212,385
+1,889
+0.9% +$169K 0.06% 217
2025
Q3 		$18.8M Buy
210,496
+103,145
+96% +$9.02M 0.06% 206
2025
Q2 		$9.47M Buy
107,351
+12,954
+14% +$1.13M 0.04% 261
2025
Q1 		$8.59M Buy
94,397
+90,351
+2,233% +$8.04M 0.04% 252
2024
Q4 		$353K Sell
4,046
-169
-4% -$15.6K ﹤0.01% 1139
2024
Q3 		$414K Sell
4,215
-1,226
-23% -$118K ﹤0.01% 1019
2024
Q2 		$499K Buy
5,441
+512
+10% +$46.7K ﹤0.01% 927
2024
Q1 		$466K Sell
4,929
-2,625
-35% -$248K ﹤0.01% 928
2023
Q4 		$747K Buy
7,554
+196
+3% +$17.7K 0.01% 719
2023
Q3 		$653K Buy
7,358
+225
+3% +$21.6K 0.01% 671
2023
Q2 		$734K Buy
7,133
+1,319
+23% +$137K 0.01% 618
2023
Q1 		$618K Buy
5,814
+500
+9% +$52.3K 0.01% 607
2022
Q4 		$529K Sell
5,314
-701
-12% -$70.6K 0.01% 575
2022
Q3 		$616K Sell
6,015
-5,268
-47% -$593K 0.01% 494
2022
Q2 		$1.3M Buy
11,283
+5,393
+92% +$635K 0.02% 292
2022
Q1 		$777K Buy
5,890
+2,568
+77% +$354K 0.01% 457
2021
Q4 		$492K Buy
3,322
+594
+22% +$87.5K 0.01% 617
2021
Q3 		$393K Buy
2,728
+1,003
+58% +$149K 0.01% 669
2021
Q2 		$249K Buy
+1,725
New +$241K ﹤0.01% 790

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

Lido Advisors's TLT Position: Q1 2026 in Review

Lido Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 47% in Q1 2026, selling an estimated $8.74M and leaving 112,950 shares worth $9.79M. The position accounts for 0.03% of the portfolio, ranked #322.

Lido Advisors first reported a position in TLT in Q2 2021 and has held it in 20 quarters since. The position peaked at $18.8M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Lido Advisors held 112,950 shares of iShares 20+ Year Treasury Bond ETF worth $9.79M as of Q1 2026.
  • Lido Advisors sold 99,435 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $8.74M.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #322 holding.
  • Lido Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Lido Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $18.8M in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.