Mutual Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.79M | Buy |
20,610
+2,419
| +13% | +$213K | 0.04% | 405 |
|
|
2025
Q4 | $1.59M | Sell |
18,191
-7,631
| -30% | -$682K | 0.03% | 420 |
|
|
2025
Q3 | $2.36M | Sell |
25,822
-70,729
| -73% | -$6.19M | 0.05% | 319 |
|
|
2025
Q2 | $8.34M | Sell |
96,551
-5,815
| -6% | -$507K | 0.21% | 100 |
|
|
2025
Q1 | $9.1M | Sell |
102,366
-19,168
| -16% | -$1.71M | 0.26% | 70 |
|
|
2024
Q4 | $10.6M | Buy |
121,534
+6,146
| +5% | +$566K | 0.31% | 55 |
|
|
2024
Q3 | $10.7M | Sell |
115,388
-6,514
| -5% | -$628K | 0.31% | 58 |
|
|
2024
Q2 | $11.4M | Sell |
121,902
-15,231
| -11% | -$1.39M | 0.34% | 48 |
|
|
2024
Q1 | $13M | Buy |
137,133
+4,643
| +4% | +$439K | 0.42% | 36 |
|
|
2023
Q4 | $13.1M | Buy |
132,490
+105,999
| +400% | +$9.58M | 0.46% | 32 |
|
|
2023
Q3 | $2.35M | Sell |
26,491
-22,784
| -46% | -$2.19M | 0.09% | 214 |
|
|
2023
Q2 | $5.07M | Buy |
49,275
+34,893
| +243% | +$3.62M | 0.19% | 105 |
|
|
2023
Q1 | $1.53M | Sell |
14,382
-4,738
| -25% | -$496K | 0.06% | 307 |
|
|
2022
Q4 | $1.9M | Buy |
19,120
+6,286
| +49% | +$633K | 0.09% | 238 |
|
|
2022
Q3 | $1.31M | Sell |
12,834
-2,392
| -16% | -$269K | 0.07% | 304 |
|
|
2022
Q2 | $1.75M | Buy |
15,226
+1,008
| +7% | +$119K | 0.12% | 198 |
|
|
2022
Q1 | $1.88M | Buy |
14,218
+2,616
| +23% | +$361K | 0.11% | 224 |
|
|
2021
Q4 | $1.72M | Sell |
11,602
-1,930
| -14% | -$284K | 0.09% | 258 |
|
|
2021
Q3 | $1.95M | Sell |
13,532
-2,875
| -18% | -$427K | 0.12% | 220 |
|
|
2021
Q2 | $2.37M | Buy |
16,407
+268
| +2% | +$37.4K | 0.14% | 181 |
|
|
2021
Q1 | $2.19M | Buy |
16,139
+212
| +1% | +$30.7K | 0.15% | 168 |
|
|
2020
Q4 | $2.51M | Sell |
15,927
-20,260
| -56% | -$3.22M | 0.19% | 119 |
|
|
2020
Q3 | $5.91M | Buy |
36,187
+6,168
| +21% | +$1.02M | 0.51% | 36 |
|
|
2020
Q2 | $4.92M | Buy |
30,019
+14,407
| +92% | +$2.37M | 0.48% | 38 |
|
|
2020
Q1 | $2.58M | Sell |
15,612
-221
| -1% | -$32.9K | 0.35% | 59 |
|
|
2019
Q4 | $2.15M | Buy |
15,833
+447
| +3% | +$62.2K | 0.23% | 110 |
|
|
2019
Q3 | $2.2M | Sell |
15,386
-2,422
| -14% | -$337K | 0.29% | 83 |
|
|
2019
Q2 | $2.37M | Buy |
17,808
+4,587
| +35% | +$583K | 0.31% | 70 |
|
|
2019
Q1 | $1.67M | Buy |
13,221
+1,812
| +16% | +$220K | 0.25% | 93 |
|
|
2018
Q4 | $1.39M | Sell |
11,409
-1,076
| -9% | -$125K | 0.27% | 89 |
|
|
2018
Q3 | $1.46M | Buy |
12,485
+619
| +5% | +$74.3K | 0.22% | 110 |
|
|
2018
Q2 | $1.44M | Sell |
11,866
-24
| -0.2% | -$2.87K | 0.33% | 92 |
|
|
2018
Q1 | $1.45M | Buy |
11,890
+557
| +5% | +$67.3K | 0.37% | 69 |
|
|
2017
Q4 | $1.44M | Buy |
+11,333
| New | +$1.42M | 0.54% | 50 |
|
Other funds holding TLT
Mutual Advisors's TLT Position: Q1 2026 in Review
Mutual Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q1 2026, buying an estimated $213K and bringing the position to 20,610 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #405.
Mutual Advisors first reported a position in TLT in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.1M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Mutual Advisors held 20,610 shares of iShares 20+ Year Treasury Bond ETF worth $1.79M as of Q1 2026.
- Mutual Advisors bought 2,419 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $213K.
- iShares 20+ Year Treasury Bond ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #405 holding.
- Mutual Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $13.1M in Q4 2023.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.