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

Perennial 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 		$8.81M Buy
101,647
+8,197
+9% +$721K 0.7% 28
2025
Q4 		$8.15M Sell
93,450
-30,899
-25% -$2.76M 0.64% 32
2025
Q3 		$11.1M Sell
124,349
-16,915
-12% -$1.48M 0.92% 18
2025
Q2 		$12.5M Buy
141,264
+62,292
+79% +$5.43M 1.2% 17
2025
Q1 		$7.19M Buy
78,972
+73,469
+1,335% +$6.54M 0.81% 28
2024
Q4 		$481K Sell
5,503
-137
-2% -$12.6K 0.06% 230
2024
Q3 		$553K Sell
5,640
-2,936
-34% -$283K 0.07% 201
2024
Q2 		$787K Buy
8,576
+6,110
+248% +$557K 0.11% 152
2024
Q1 		$233K Sell
2,466
-521
-17% -$49.3K 0.04% 293
2023
Q4 		$295K Buy
2,987
+211
+8% +$19.1K 0.05% 247
2023
Q3 		$246K Buy
+2,776
New +$267K 0.04% 265

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 $235B AUM 32.99% 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

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

Perennial Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.8% in Q1 2026, buying an estimated $721K and bringing the position to 101,647 shares worth $8.81M. The position accounts for 0.7% of the portfolio, ranked #28.

Perennial Investment Advisors first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.5M in Q2 2025. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Perennial Investment Advisors held 101,647 shares of iShares 20+ Year Treasury Bond ETF worth $8.81M as of Q1 2026.
  • Perennial Investment Advisors bought 8,197 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $721K.
  • iShares 20+ Year Treasury Bond ETF made up 0.7% of Perennial Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • Perennial Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Perennial Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $12.5M in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.