Milestones Private Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Milestones Private Investment 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	$4.28M	Buy	49,566 +86	+0.2%	+$7.38K	3.41%	9
2026 Q1	$4.29M	Buy	49,480 +1,497	+3%	+$132K	3.78%	5
2025 Q4	$4.18M	Sell	47,983 -6,722	-12%	-$601K	2.88%	4
2025 Q3	$4.89M	Buy	54,705 +976	+2%	+$85.4K	3.34%	4
2025 Q2	$4.74M	Buy	+53,729	New	+$4.68M	3.51%	4

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milestones Private Investment Advisors's TLT Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.17% in Q2 2026, buying an estimated $7.38K and bringing the position to 49,566 shares worth $4.28M. The position accounts for 3.41% of the portfolio, ranked #9.

Milestones Private Investment Advisors first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.89M in Q3 2025. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Milestones Private Investment Advisors held 49,566 shares of iShares 20+ Year Treasury Bond ETF worth $4.28M as of Q2 2026.
Milestones Private Investment Advisors bought 86 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.38K.
iShares 20+ Year Treasury Bond ETF made up 3.41% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #9 holding.
Milestones Private Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.89M in Q3 2025.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.