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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
2022
Q1 		– Sell
-1,000
Closed -$140K – 844
2021
Q4 		$140K Buy
+1,000
New +$147K 0.01% 749

Other funds holding TLT

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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. 784 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.
  • 784 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.