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
2025
Q2 		– Sell
-2,000
Closed -$182K – 1756
2025
Q1 		$182K Hold
2,000
– – ﹤0.01% 1402
2024
Q4 		$530 Hold
2,000
– – ﹤0.01% 1497
2024
Q3 		$196K Buy
2,000
+1,000
+100% +$96.4K ﹤0.01% 1346
2024
Q2 		$91.8K Buy
+1,000
New +$91.1K ﹤0.01% 1346

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lido Advisors's TLT Position: Q2 2026 in Review

Lido Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.8% in Q2 2026, buying an estimated $178K and bringing the position to 115,022 shares worth $9.94M. The position accounts for 0.03% of the portfolio, ranked #347.

Lido Advisors first reported a position in TLT in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.8M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Lido Advisors held 115,022 shares of iShares 20+ Year Treasury Bond ETF worth $9.94M as of Q2 2026.
  • Lido Advisors bought 2,072 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $178K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #347 holding.
  • Lido Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Lido Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $18.8M in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.