PMV Capital Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

PMV Capital Advisers’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 Q3	$2.38M	Buy	30,623 +335	+1%	+$27.6K	2.98%	11
2026 Q2	$2.62M	Buy	30,288 +2,431	+9%	+$209K	3.93%	6
2026 Q1	$2.41M	Buy	27,857 +5,311	+24%	+$467K	4.07%	7
2025 Q4	$1.97M	Buy	22,546 +3,045	+16%	+$272K	3.58%	10
2025 Q3	$1.74M	Buy	19,501 +994	+5%	+$86.9K	3.38%	10
2025 Q2	$1.63M	Buy	18,507 +942	+5%	+$82.1K	3.64%	8
2025 Q1	$1.6M	Sell	17,565 -7,085	-29%	-$631K	3.88%	8
2024 Q4	$2.15M	Buy	+24,650	New	+$2.27M	5.8%	4

Other funds holding TLT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PMV Capital Advisers's TLT Position: Q3 2026 in Review

PMV Capital Advisers increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q3 2026, buying an estimated $27.6K and bringing the position to 30,623 shares worth $2.38M. The position accounts for 2.98% of the portfolio, ranked #11.

PMV Capital Advisers first reported a position in TLT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q2 2026. 660 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

PMV Capital Advisers held 30,623 shares of iShares 20+ Year Treasury Bond ETF worth $2.38M as of Q3 2026.
PMV Capital Advisers bought 335 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $27.6K.
iShares 20+ Year Treasury Bond ETF made up 2.98% of PMV Capital Advisers's portfolio in Q3 2026, its #11 holding.
PMV Capital Advisers first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
PMV Capital Advisers's iShares 20+ Year Treasury Bond ETF position peaked at $2.62M in Q2 2026.
660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on PMV Capital Advisers's 13F filing for Q3 2026, filed 9 Nov 2026.