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

MBA 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 		$1.98M Buy
22,823
+1,290
+6% +$113K 0.76% 30
2025
Q4 		$1.88M Sell
21,533
-885
-4% -$79.1K 0.76% 28
2025
Q3 		$2M Buy
22,418
+762
+4% +$66.6K 0.86% 26
2025
Q2 		$1.91M Sell
21,656
-673
-3% -$58.7K 0.88% 26
2025
Q1 		$2.03M Buy
22,329
+3,648
+20% +$325K 1.01% 26
2024
Q4 		$1.63M Sell
18,681
-3,559
-16% -$328K 0.82% 30
2024
Q3 		$2.18M Buy
22,240
+1,516
+7% +$146K 1.05% 28
2024
Q2 		$1.9M Buy
20,724
+839
+4% +$76.4K 0.97% 27
2024
Q1 		$1.88M Buy
19,885
+1,267
+7% +$120K 0.97% 28
2023
Q4 		$1.84M Sell
18,618
-1,775
-9% -$160K 1.03% 26
2023
Q3 		$1.81M Buy
20,393
+774
+4% +$74.4K 1.11% 24
2023
Q2 		$2.02M Buy
+19,619
New +$2.04M 1.21% 23

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

MBA Advisors's TLT Position: Q1 2026 in Review

MBA Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6% in Q1 2026, buying an estimated $113K and bringing the position to 22,823 shares worth $1.98M. The position accounts for 0.76% of the portfolio, ranked #30.

MBA Advisors first reported a position in TLT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • MBA Advisors held 22,823 shares of iShares 20+ Year Treasury Bond ETF worth $1.98M as of Q1 2026.
  • MBA Advisors bought 1,290 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $113K.
  • iShares 20+ Year Treasury Bond ETF made up 0.76% of MBA Advisors's portfolio in Q1 2026, its #30 holding.
  • MBA Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • MBA Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.18M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.