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Oak Family Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Oak Family 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
2025
Q2 		– Sell
-4,000
Closed -$364K – 115
2025
Q1 		$364K Buy
+4,000
New +$356K 0.12% 72

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Oak Family Advisors's TLT Position: Q2 2026 in Review

Oak Family Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, selling an estimated $11.4K and leaving 12,191 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #63.

Oak Family Advisors first reported a position in TLT in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q1 2026. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Oak Family Advisors held 12,191 shares of iShares 20+ Year Treasury Bond ETF worth $1.05M as of Q2 2026.
  • Oak Family Advisors sold 133 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $11.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.27% of Oak Family Advisors's portfolio in Q2 2026, its #63 holding.
  • Oak Family Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • Oak Family Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.07M in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.