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

Panoramic 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 		$2.54M Sell
29,403
-669
-2% -$57.4K 1.22% 27
2026
Q1 		$2.61M Buy
30,072
+466
+2% +$41K 1.41% 19
2025
Q4 		$2.58M Sell
29,606
-377
-1% -$33.7K 1.4% 21
2025
Q3 		$2.68M Buy
29,983
+7,068
+31% +$618K 1.51% 22
2025
Q2 		$2.02M Sell
22,915
-332
-1% -$28.9K 1.24% 24
2025
Q1 		$2.12M Buy
23,247
+1,279
+6% +$114K 1.43% 22
2024
Q4 		$1.92M Sell
21,968
-7,515
-25% -$692K 1.25% 25
2024
Q3 		$2.89M Buy
+29,483
New +$2.84M 2% 10
2024
Q1 		$3.19M Buy
33,726
+6,711
+25% +$635K 2.35% 11
2023
Q4 		$2.67M Buy
27,015
+9,353
+53% +$845K 2.31% 10
2023
Q3 		$1.57M Buy
+17,662
New +$1.7M 1.44% 19

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

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

Panoramic Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.2% in Q2 2026, selling an estimated $57.4K and leaving 29,403 shares worth $2.54M. The position accounts for 1.22% of the portfolio, ranked #27.

Panoramic Investment Advisors first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.19M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Panoramic Investment Advisors held 29,403 shares of iShares 20+ Year Treasury Bond ETF worth $2.54M as of Q2 2026.
  • Panoramic Investment Advisors sold 669 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $57.4K.
  • iShares 20+ Year Treasury Bond ETF made up 1.22% of Panoramic Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Panoramic Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Panoramic Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.19M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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