NewEdge 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 | $19.3M | Sell |
222,662
-13,324
| -6% | -$1.17M | 0.07% | 272 |
|
|
2025
Q4 | $20.6M | Buy |
235,986
+26,302
| +13% | +$2.35M | 0.07% | 243 |
|
|
2025
Q3 | $18.7M | Sell |
209,684
-10,321
| -5% | -$903K | 0.09% | 236 |
|
|
2025
Q2 | $19.4M | Buy |
220,005
+13,197
| +6% | +$1.15M | 0.1% | 210 |
|
|
2025
Q1 | $18.8M | Sell |
206,808
-208,867
| -50% | -$18.6M | 0.11% | 189 |
|
|
2024
Q4 | $36.3M | Sell |
415,675
-48,254
| -10% | -$4.44M | 0.22% | 96 |
|
|
2024
Q3 | $45.5M | Buy |
463,929
+32,635
| +8% | +$3.15M | 0.3% | 69 |
|
|
2024
Q2 | $39.6M | Buy |
431,294
+180,882
| +72% | +$16.5M | 0.29% | 70 |
|
|
2024
Q1 | $23.7M | Sell |
250,412
-72,395
| -22% | -$6.85M | 0.21% | 106 |
|
|
2023
Q4 | $31.4M | Sell |
322,807
-74,290
| -19% | -$6.71M | 0.3% | 80 |
|
|
2023
Q3 | $35.2M | Buy |
397,097
+97,263
| +32% | +$9.35M | 0.39% | 64 |
|
|
2023
Q2 | $30.9M | Buy |
299,834
+191,367
| +176% | +$19.9M | 0.35% | 78 |
|
|
2023
Q1 | $11.5M | Buy |
108,467
+14,169
| +15% | +$1.48M | 0.14% | 154 |
|
|
2022
Q4 | $3.55M | Buy |
94,298
+11,636
| +14% | +$1.17M | 0.1% | 230 |
|
|
2022
Q3 | $8.47M | Sell |
82,662
-5,657
| -6% | -$637K | 0.14% | 163 |
|
|
2022
Q2 | $10.1M | Sell |
88,319
-90,419
| -51% | -$10.6M | 0.17% | 138 |
|
|
2022
Q1 | $23.6M | Buy |
178,738
+11,754
| +7% | +$1.62M | 0.38% | 62 |
|
|
2021
Q4 | $24.7M | Buy |
166,984
+120,621
| +260% | +$17.8M | 0.37% | 63 |
|
|
2021
Q3 | $6.69M | Buy |
46,363
+1,275
| +3% | +$189K | 0.17% | 128 |
|
|
2021
Q2 | $6.51M | Buy |
45,088
+4,938
| +12% | +$689K | 0.17% | 127 |
|
|
2021
Q1 | $5.44M | Sell |
40,150
-11,746
| -23% | -$1.7M | 0.16% | 134 |
|
|
2020
Q4 | $8.19M | Sell |
51,896
-27,371
| -35% | -$4.35M | 0.27% | 90 |
|
|
2020
Q3 | $12.9M | Buy |
79,267
+4,027
| +5% | +$668K | 0.45% | 58 |
|
|
2020
Q2 | $12.3M | Buy |
75,240
+4,461
| +6% | +$734K | 0.48% | 54 |
|
|
2020
Q1 | $11.7M | Sell |
70,779
-4,215
| -6% | -$628K | 0.56% | 45 |
|
|
2019
Q4 | $10.2M | Sell |
74,994
-67,830
| -47% | -$9.44M | 0.4% | 61 |
|
|
2019
Q3 | $20.1M | Buy |
142,824
+100,750
| +239% | +$14M | 0.89% | 18 |
|
|
2019
Q2 | $5.59M | Sell |
42,074
-595
| -1% | -$75.6K | 0.34% | 75 |
|
|
2019
Q1 | $5.39M | Sell |
42,669
-3,988
| -9% | -$485K | 0.35% | 76 |
|
|
2018
Q4 | $5.67K | Buy |
46,657
+5,249
| +13% | +$608K | 0.37% | 69 |
|
|
2018
Q3 | $4.86M | Sell |
41,408
-4,870
| -11% | -$585K | 0.37% | 72 |
|
|
2018
Q2 | $5.62K | Buy |
46,278
+43,296
| +1,452% | +$5.18M | 0.51% | 50 |
|
|
2018
Q1 | $363K | Sell |
2,982
-3,147
| -51% | -$380K | 0.04% | 315 |
|
|
2017
Q4 | $770K | Buy |
6,129
+788
| +15% | +$98.9K | 0.1% | 190 |
|
|
2017
Q3 | $662K | Buy |
5,341
+2,321
| +77% | +$292K | 0.1% | 187 |
|
|
2017
Q2 | $371K | Buy |
+3,020
| New | +$373K | 0.06% | 230 |
|
|
2016
Q4 | – | Sell |
-77,250
| Closed | -$10.6M | – | 289 |
|
|
2016
Q3 | $10.6M | Sell |
77,250
-14,842
| -16% | -$2.06M | 3.35% | 1 |
|
|
2016
Q2 | $12.8M | Buy |
92,092
+1,689
| +2% | +$223K | 5.29% | 1 |
|
|
2016
Q1 | $11.8M | Buy |
+90,403
| New | +$11.6M | 9.92% | 1 |
|
|
2015
Q2 | – | Sell |
-6,832
| Closed | -$893K | – | 77 |
|
|
2015
Q1 | $893K | Buy |
6,832
+4,781
| +233% | +$624K | 0.64% | 39 |
|
|
2014
Q4 | $258K | Buy |
+2,051
| New | +$249K | 0.2% | 57 |
|
Other funds holding TLT
NewEdge Advisors's TLT Position: Q1 2026 in Review
NewEdge Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.6% in Q1 2026, selling an estimated $1.17M and leaving 222,662 shares worth $19.3M. The position accounts for 0.07% of the portfolio, ranked #272.
NewEdge Advisors first reported a position in TLT in Q4 2014 and has held it in 41 quarters since. The position peaked at $45.5M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- NewEdge Advisors held 222,662 shares of iShares 20+ Year Treasury Bond ETF worth $19.3M as of Q1 2026.
- NewEdge Advisors sold 13,324 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.17M.
- iShares 20+ Year Treasury Bond ETF made up 0.07% of NewEdge Advisors's portfolio in Q1 2026, its #272 holding.
- NewEdge Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 41 quarters since.
- NewEdge Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $45.5M in Q3 2024.
- 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.