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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
Q2 		$18.5M Buy
214,526
+48,359
+29% +$4.15M 0.34% 64
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 $1.55T 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

Mount Yale Investment Advisors's TLT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 29% in Q2 2026, buying an estimated $4.15M and bringing the position to 214,526 shares worth $18.5M. The position accounts for 0.34% of the portfolio, ranked #64.

Mount Yale Investment Advisors first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Mount Yale Investment Advisors held 214,526 shares of iShares 20+ Year Treasury Bond ETF worth $18.5M as of Q2 2026.
  • Mount Yale Investment Advisors bought 48,359 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.15M.
  • iShares 20+ Year Treasury Bond ETF made up 0.34% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Mount Yale Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.