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

MONECO 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 		– Sell
-2,786
Closed -$242K – 615
2026
Q1 		$242K Sell
2,786
-676
-20% -$59.4K 0.02% 458
2025
Q4 		$302K Sell
3,462
-1,833
-35% -$164K 0.02% 396
2025
Q3 		$473K Sell
5,295
-9,890
-65% -$865K 0.04% 316
2025
Q2 		$1.34M Sell
15,185
-12,472
-45% -$1.09M 0.12% 164
2025
Q1 		$2.52M Sell
27,657
-22,945
-45% -$2.04M 0.26% 86
2024
Q4 		$4.42M Sell
50,602
-4,352
-8% -$401K 0.47% 46
2024
Q3 		$5.39M Sell
54,954
-5,683
-9% -$548K 0.67% 33
2024
Q2 		$5.57M Buy
60,637
+2,832
+5% +$258K 0.82% 24
2024
Q1 		$5.47M Buy
57,805
+18,371
+47% +$1.74M 0.87% 22
2023
Q4 		$3.9M Buy
39,434
+35,576
+922% +$3.21M 0.74% 28
2023
Q3 		$342K Buy
3,858
+474
+14% +$45.6K 0.09% 229
2023
Q2 		$348K Buy
3,384
+145
+4% +$15K 0.09% 227
2023
Q1 		$345K Buy
3,239
+219
+7% +$22.9K 0.1% 219
2022
Q4 		$301K Sell
3,020
-137
-4% -$13.8K 0.11% 193
2022
Q3 		$323K Buy
+3,157
New +$355K 0.13% 168

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

MONECO Advisors's TLT Position: Q2 2026 in Review

MONECO Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,786 shares — an estimated $242K sold.

MONECO Advisors first reported a position in TLT in Q3 2022 and held it in 15 quarters. The position peaked at $5.57M in Q2 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • MONECO Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MONECO Advisors sold 2,786 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $242K.
  • MONECO Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 15 quarters.
  • MONECO Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.57M in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.