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 Q2	$2.84M	Sell	32,836 -68,811	-68%	-$5.91M	0.19%	106
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Perennial Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 68% in Q2 2026, selling an estimated $5.91M and leaving 32,836 shares worth $2.84M. The position accounts for 0.19% of the portfolio, ranked #106.

Perennial Investment Advisors first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.5M in Q2 2025. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Perennial Investment Advisors held 32,836 shares of iShares 20+ Year Treasury Bond ETF worth $2.84M as of Q2 2026.
Perennial Investment Advisors sold 68,811 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.91M.
iShares 20+ Year Treasury Bond ETF made up 0.19% of Perennial Investment Advisors's portfolio in Q2 2026, its #106 holding.
Perennial Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Perennial Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $12.5M in Q2 2025.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.