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McAdam LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

McAdam LLC’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 		$926K Sell
10,718
-8,276
-44% -$711K 0.04% 178
2026
Q1 		$1.65M Sell
18,994
-2,268
-11% -$199K 0.07% 122
2025
Q4 		$1.85M Sell
21,262
-1,082
-5% -$96.7K 0.08% 111
2025
Q3 		$2M Buy
22,344
+1,123
+5% +$98.2K 0.1% 101
2025
Q2 		$1.87M Sell
21,221
-8,454
-28% -$737K 0.1% 102
2025
Q1 		$2.7M Buy
29,675
+7,080
+31% +$630K 0.17% 75
2024
Q4 		$1.97M Buy
22,595
+4,296
+23% +$395K 0.11% 95
2024
Q3 		$1.8M Sell
18,299
-1,003
-5% -$96.7K 0.1% 97
2024
Q2 		$1.77M Buy
19,302
+5,893
+44% +$537K 0.11% 88
2024
Q1 		$1.27M Buy
13,409
+4,751
+55% +$449K 0.08% 101
2023
Q4 		$856K Sell
8,658
-3,600
-29% -$325K 0.06% 122
2023
Q3 		$1.09M Buy
12,258
+5,522
+82% +$531K 0.09% 103
2023
Q2 		$693K Buy
6,736
+92
+1% +$9.54K 0.06% 132
2023
Q1 		$707K Buy
+6,644
New +$695K 0.06% 127
2022
Q4 		– Sell
-5,399
Closed -$553K – 226
2022
Q3 		$553K Sell
5,399
-526
-9% -$59.2K 0.06% 127
2022
Q2 		$681K Buy
5,925
+3,103
+110% +$365K 0.07% 115
2022
Q1 		$373K Buy
+2,822
New +$389K 0.04% 136
2021
Q3 		– Sell
-1,535
Closed -$228K – 182
2021
Q2 		$228K Sell
1,535
-41
-3% -$5.72K 0.03% 158
2021
Q1 		$213K Buy
+1,576
New +$228K 0.03% 149
2018
Q4 		– Sell
-68
Closed -$8K – 548
2018
Q3 		$8K Hold
68
– – ﹤0.01% 369
2018
Q2 		$8K Sell
68
-20
-23% -$2.39K ﹤0.01% 350
2018
Q1 		$11K Buy
+88
New +$10.6K 0.01% 322

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

McAdam LLC's TLT Position: Q2 2026 in Review

McAdam LLC reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 44% in Q2 2026, selling an estimated $711K and leaving 10,718 shares worth $926K. The position accounts for 0.04% of the portfolio, ranked #178.

McAdam LLC first reported a position in TLT in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.7M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • McAdam LLC held 10,718 shares of iShares 20+ Year Treasury Bond ETF worth $926K as of Q2 2026.
  • McAdam LLC sold 8,276 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $711K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #178 holding.
  • McAdam LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and has held it in 22 quarters since.
  • McAdam LLC's iShares 20+ Year Treasury Bond ETF position peaked at $2.7M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.