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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Panoramic Investment Advisors's TLT Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.6% in Q1 2026, buying an estimated $41K and bringing the position to 30,072 shares worth $2.61M. The position accounts for 1.41% of the portfolio, ranked #19.

Panoramic Investment Advisors first reported a position in TLT in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.19M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Panoramic Investment Advisors held 30,072 shares of iShares 20+ Year Treasury Bond ETF worth $2.61M as of Q1 2026.
Panoramic Investment Advisors bought 466 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $41K.
iShares 20+ Year Treasury Bond ETF made up 1.41% of Panoramic Investment Advisors's portfolio in Q1 2026, its #19 holding.
Panoramic Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
Panoramic Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.19M in Q1 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.