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

Mount Yale 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
Q1 		$14.4M Buy
166,167
+38,395
+30% +$3.38M 0.33% 61
2025
Q4 		$11.1M Buy
127,772
+99,419
+351% +$8.89M 0.54% 37
2025
Q3 		$2.53M Buy
28,353
+28,350
+945,000% +$2.48M 0.18% 132
2025
Q2 		$280 Buy
+3
New +$262 ﹤0.01% 1441
2025
Q1 		– Sell
-6,712
Closed -$586K – 586
2024
Q4 		$586K Sell
6,712
-682
-9% -$62.8K 0.05% 315
2024
Q3 		$725K Sell
7,394
-2,442
-25% -$235K 0.07% 261
2024
Q2 		$903K Buy
9,836
+491
+5% +$44.7K 0.07% 232
2024
Q1 		$884K Sell
9,345
-2,334
-20% -$221K 0.07% 240
2023
Q4 		$1.15M Buy
11,679
+868
+8% +$78.4K 0.11% 183
2023
Q3 		$959K Buy
+10,811
New +$1.04M 0.1% 192

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's TLT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 30% in Q1 2026, buying an estimated $3.38M and bringing the position to 166,167 shares worth $14.4M. The position accounts for 0.33% of the portfolio, ranked #61.

Mount Yale Investment Advisors first reported a position in TLT in Q3 2023 and has held it in 10 quarters since. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Mount Yale Investment Advisors held 166,167 shares of iShares 20+ Year Treasury Bond ETF worth $14.4M as of Q1 2026.
  • Mount Yale Investment Advisors bought 38,395 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $3.38M.
  • iShares 20+ Year Treasury Bond ETF made up 0.33% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #61 holding.
  • Mount Yale Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.