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Pallas Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pallas Capital 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
Q1 		$6.46M Sell
74,468
-8,255
-10% -$726K 0.24% 78
2025
Q4 		$7.21M Buy
82,723
+8,766
+12% +$784K 0.24% 79
2025
Q3 		$6.61M Buy
73,957
+4,274
+6% +$374K 0.24% 83
2025
Q2 		$6.15M Buy
69,683
+3,661
+6% +$319K 0.23% 79
2025
Q1 		$6.01M Buy
66,022
+1,423
+2% +$127K 0.25% 84
2024
Q4 		$5.64M Buy
64,599
+428
+0.7% +$39.4K 0.24% 88
2024
Q3 		$5.95M Buy
64,171
+8,484
+15% +$818K 0.25% 87
2024
Q2 		$5.21M Buy
55,687
+4,979
+10% +$454K 0.23% 92
2024
Q1 		$4.8M Buy
50,708
+5,302
+12% +$501K 0.2% 98
2023
Q4 		$4.49M Buy
45,406
+8,172
+22% +$738K 0.24% 87
2023
Q3 		$3.13M Buy
+37,234
New +$3.58M 0.19% 99
2021
Q4 		– Sell
-4,397
Closed -$640K – 401
2021
Q3 		$640K Sell
4,397
-3,047
-41% -$452K 0.07% 199
2021
Q2 		$1.13M Buy
+7,444
New +$1.04M 0.16% 109

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pallas Capital Advisors's TLT Position: Q1 2026 in Review

Pallas Capital Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q1 2026, selling an estimated $726K and leaving 74,468 shares worth $6.46M. The position accounts for 0.24% of the portfolio, ranked #78.

Pallas Capital Advisors first reported a position in TLT in Q2 2021 and has held it in 13 quarters since. The position peaked at $7.21M in Q4 2025. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Pallas Capital Advisors held 74,468 shares of iShares 20+ Year Treasury Bond ETF worth $6.46M as of Q1 2026.
  • Pallas Capital Advisors sold 8,255 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $726K.
  • iShares 20+ Year Treasury Bond ETF made up 0.24% of Pallas Capital Advisors's portfolio in Q1 2026, its #78 holding.
  • Pallas Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and has held it in 13 quarters since.
  • Pallas Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $7.21M in Q4 2025.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.