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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
2025
Q4 		– Sell
-300
Closed -$1.49K – 1103
2025
Q3 		$1.49K Buy
+300
New +$26.2K ﹤0.01% 1010

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. 838 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.
  • 838 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.