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

Prime Capital 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 		$745K Sell
8,616
-6,696
-44% -$575K 0.01% 591
2026
Q1 		$1.33M Sell
15,312
-97
-0.6% -$8.53K 0.02% 441
2025
Q4 		$1.34M Sell
15,409
-526
-3% -$47K 0.02% 433
2025
Q3 		$1.42M Sell
15,935
-770
-5% -$67.3K 0.02% 406
2025
Q2 		$1.47M Sell
16,705
-11,504
-41% -$1M 0.02% 387
2025
Q1 		$2.57M Buy
28,209
+1,221
+5% +$109K 0.03% 320
2024
Q4 		$2.36M Buy
26,988
+180
+0.7% +$16.6K 0.03% 285
2024
Q3 		$2.63M Sell
26,808
-1,151
-4% -$111K 0.04% 277
2024
Q2 		$2.57M Sell
27,959
-1,366
-5% -$124K 0.04% 281
2024
Q1 		$2.77M Sell
29,325
-4,814
-14% -$455K 0.04% 291
2023
Q4 		$3.38M Buy
34,139
+26,798
+365% +$2.42M 0.05% 254
2023
Q3 		$651K Buy
7,341
+2,820
+62% +$271K 0.01% 419
2023
Q2 		$465K Buy
+4,521
New +$469K 0.01% 497
2023
Q1 		– Sell
-4,455
Closed -$444K – 653
2022
Q4 		$444K Buy
+4,455
New +$449K 0.02% 348
2020
Q4 		– Sell
-3,812
Closed -$622K – 488
2020
Q3 		$622K Buy
3,812
+571
+18% +$94.7K 0.05% 175
2020
Q2 		$531K Buy
3,241
+2,838
+704% +$467K 0.05% 174
2020
Q1 		$66K Sell
403
-19
-5% -$2.83K 0.01% 266
2019
Q4 		$57K Buy
+422
New +$58.7K 0.01% 297

Other funds holding TLT

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Prime Capital Investment Advisors's TLT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 44% in Q2 2026, selling an estimated $575K and leaving 8,616 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #591.

Prime Capital Investment Advisors first reported a position in TLT in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.38M in Q4 2023. 843 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Prime Capital Investment Advisors held 8,616 shares of iShares 20+ Year Treasury Bond ETF worth $745K as of Q2 2026.
  • Prime Capital Investment Advisors sold 6,696 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $575K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #591 holding.
  • Prime Capital Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Prime Capital Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.38M in Q4 2023.
  • 843 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.