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

OneDigital 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 		$12.5M Sell
145,095
-120,824
-45% -$10.4M 0.11% 173
2026
Q1 		$23.1M Sell
265,919
-86,724
-25% -$7.62M 0.23% 86
2025
Q4 		$30.7M Buy
352,643
+25,560
+8% +$2.29M 0.3% 71
2025
Q3 		$29.2M Buy
327,083
+25,071
+8% +$2.19M 0.3% 69
2025
Q2 		$26.7M Sell
302,012
-48,102
-14% -$4.19M 0.3% 72
2025
Q1 		$31.9M Sell
350,114
-9,421
-3% -$839K 0.38% 56
2024
Q4 		$31.4M Buy
359,535
+116,582
+48% +$10.7M 0.36% 55
2024
Q3 		$23.8M Buy
242,953
+17,926
+8% +$1.73M 0.27% 73
2024
Q2 		$20.7M Buy
225,027
+79,453
+55% +$7.24M 0.26% 75
2024
Q1 		$13.8M Sell
145,574
-1,717
-1% -$162K 0.22% 98
2023
Q4 		$14.6M Buy
147,291
+1,679
+1% +$152K 0.25% 87
2023
Q3 		$12.9M Buy
145,612
+62,361
+75% +$5.99M 0.28% 76
2023
Q2 		$8.57M Buy
83,251
+17,238
+26% +$1.79M 0.19% 102
2023
Q1 		$7.02M Buy
66,013
+27,759
+73% +$2.9M 0.16% 114
2022
Q4 		$3.81M Buy
38,254
+9,509
+33% +$958K 0.11% 158
2022
Q3 		$2.94M Buy
28,745
+22,708
+376% +$2.56M 0.11% 138
2022
Q2 		$693K Buy
6,037
+3,156
+110% +$372K 0.03% 339
2022
Q1 		$380K Buy
2,881
+143
+5% +$19.7K 0.01% 523
2021
Q4 		$406K Sell
2,738
-679
-20% -$100K 0.01% 511
2021
Q3 		$493K Sell
3,417
-1,734
-34% -$257K 0.02% 419
2021
Q2 		$744K Buy
5,151
+2,189
+74% +$305K 0.03% 313
2021
Q1 		$401K Sell
2,962
-2,177
-42% -$316K 0.02% 429
2020
Q4 		$811K Sell
5,139
-575
-10% -$91.3K 0.04% 260
2020
Q3 		$933K Sell
5,714
-810
-12% -$134K 0.06% 209
2020
Q2 		$1.07M Buy
6,524
+4,089
+168% +$673K 0.08% 199
2020
Q1 		$402K Buy
2,435
+860
+55% +$128K 0.04% 314
2019
Q4 		$213K Buy
1,575
+106
+7% +$14.8K 0.02% 503
2019
Q3 		$210K Buy
+1,469
New +$204K 0.02% 480
2019
Q1 		– Sell
-48
Closed -$6K – 1190
2018
Q4 		$6K Sell
48
-1,040
-96% -$120K ﹤0.01% 934
2018
Q3 		$127K Buy
1,088
+888
+444% +$107K 0.03% 248
2018
Q2 		$24K Buy
+200
New +$23.9K 0.01% 750

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

OneDigital Investment Advisors's TLT Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 45% in Q2 2026, selling an estimated $10.4M and leaving 145,095 shares worth $12.5M. The position accounts for 0.11% of the portfolio, ranked #173.

OneDigital Investment Advisors first reported a position in TLT in Q2 2018 and has held it in 31 quarters since. The position peaked at $31.9M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • OneDigital Investment Advisors held 145,095 shares of iShares 20+ Year Treasury Bond ETF worth $12.5M as of Q2 2026.
  • OneDigital Investment Advisors sold 120,824 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $10.4M.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of OneDigital Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • OneDigital Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2018 and has held it in 31 quarters since.
  • OneDigital Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $31.9M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.