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

Moneta Group 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	$425K	Buy	4,916 +1,734	+54%	+$149K	﹤0.01%	595
2026 Q1	$276K	Buy	3,182 +637	+25%	+$56K	﹤0.01%	651
2025 Q4	$222K	Sell	2,545 -918	-27%	-$82.1K	﹤0.01%	740
2025 Q3	$310K	Buy	+3,463	New	+$303K	﹤0.01%	610
2024 Q4	–	Sell	-4,058	Closed	-$398K	–	696
2024 Q3	$398K	Buy	+4,058	New	+$391K	0.01%	461
2024 Q1	–	Sell	-6,787	Closed	-$671K	–	629
2023 Q4	$671K	Buy	+6,787	New	+$613K	0.01%	290
2023 Q3	–	Sell	-2,115	Closed	-$218K	–	558
2023 Q2	$218K	Sell	2,115 -728	-26%	-$75.5K	﹤0.01%	489
2023 Q1	$302K	Buy	+2,843	New	+$297K	0.01%	409

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

Moneta Group Investment Advisors's TLT Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 54% in Q2 2026, buying an estimated $149K and bringing the position to 4,916 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Moneta Group Investment Advisors first reported a position in TLT in Q1 2023 and has held it in 8 quarters since. The position peaked at $671K in Q4 2023. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Moneta Group Investment Advisors held 4,916 shares of iShares 20+ Year Treasury Bond ETF worth $425K as of Q2 2026.
Moneta Group Investment Advisors bought 1,734 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $149K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #595 holding.
Moneta Group Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
Moneta Group Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $671K in Q4 2023.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.