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

MMBG 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	$488K	Hold	5,644	–	–	0.04%	139
2026 Q1	$489K	Hold	5,644	–	–	0.04%	135
2025 Q4	$492K	Sell	5,644 -442	-7%	-$39.5K	0.04%	139
2025 Q3	$544K	Hold	6,086	–	–	0.05%	138
2025 Q2	$537K	Hold	6,086	–	–	0.05%	133
2025 Q1	$554K	Hold	6,086	–	–	0.06%	122
2024 Q4	$531K	Hold	6,086	–	–	0.06%	120
2024 Q3	$597K	Buy	6,086 +3,816	+168%	+$368K	0.06%	112
2024 Q2	$208K	Hold	2,270	–	–	0.02%	151
2024 Q1	$214K	Hold	2,270	–	–	0.02%	158
2023 Q4	$224K	Buy	+2,270	New	+$205K	0.03%	155

Other funds holding TLT

BlackRock New York $6.73T AUM 46.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MMBG Investment Advisors's TLT Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 5,644 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #139.

MMBG Investment Advisors first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $597K in Q3 2024. 740 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

MMBG Investment Advisors held 5,644 shares of iShares 20+ Year Treasury Bond ETF worth $488K as of Q2 2026.
MMBG Investment Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.04% of MMBG Investment Advisors's portfolio in Q2 2026, its #139 holding.
MMBG Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
MMBG Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $597K in Q3 2024.
740 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.