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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
Q2 		$2.16M Buy
24,992
+2,169
+10% +$186K 0.73% 30
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 $1.55T 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

MBA Advisors's TLT Position: Q2 2026 in Review

MBA Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.5% in Q2 2026, buying an estimated $186K and bringing the position to 24,992 shares worth $2.16M. The position accounts for 0.73% of the portfolio, ranked #30.

MBA Advisors first reported a position in TLT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.18M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • MBA Advisors held 24,992 shares of iShares 20+ Year Treasury Bond ETF worth $2.16M as of Q2 2026.
  • MBA Advisors bought 2,169 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $186K.
  • iShares 20+ Year Treasury Bond ETF made up 0.73% of MBA Advisors's portfolio in Q2 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 13 quarters since.
  • MBA Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.18M in Q3 2024.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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