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Private Advisor Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Private Advisor Group’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 		$17.6M Buy
204,141
+34,621
+20% +$2.97M 0.08% 259
2026
Q1 		$14.7M Sell
169,520
-25,554
-13% -$2.25M 0.07% 301
2025
Q4 		$17M Buy
195,074
+75,182
+63% +$6.72M 0.08% 256
2025
Q3 		$10.7M Sell
119,892
-215,155
-64% -$18.8M 0.05% 364
2025
Q2 		$29.6M Buy
335,047
+109,681
+49% +$9.56M 0.16% 133
2025
Q1 		$20.5M Buy
225,366
+38,635
+21% +$3.44M 0.12% 168
2024
Q4 		$16.3M Sell
186,731
-61,795
-25% -$5.69M 0.09% 204
2024
Q3 		$24.4M Buy
248,526
+19,256
+8% +$1.86M 0.15% 132
2024
Q2 		$21M Buy
229,270
+94,610
+70% +$8.62M 0.14% 138
2024
Q1 		$12.7M Buy
134,660
+21,245
+19% +$2.01M 0.09% 206
2023
Q4 		$11.2M Buy
113,415
+18,490
+19% +$1.67M 0.09% 219
2023
Q3 		$8.42M Buy
94,925
+5,230
+6% +$503K 0.08% 250
2023
Q2 		$9.16M Buy
89,695
+24,202
+37% +$2.51M 0.08% 239
2023
Q1 		$6.97M Sell
65,493
-26,507
-29% -$2.77M 0.07% 288
2022
Q4 		$9.16K Buy
92,000
+6,836
+8% +$689K ﹤0.01% 981
2022
Q3 		$8.72M Buy
85,164
+36,314
+74% +$4.09M 0.1% 218
2022
Q2 		$5.61M Sell
48,850
-1,775
-4% -$209K 0.05% 376
2022
Q1 		$6.69M Buy
50,625
+23,757
+88% +$3.28M 0.05% 346
2021
Q4 		$3.98M Sell
26,868
-23,952
-47% -$3.53M 0.03% 540
2021
Q3 		$7.33M Buy
50,820
+19,530
+62% +$2.9M 0.05% 392
2021
Q2 		$4.52M Buy
31,290
+14,645
+88% +$2.04M 0.04% 439
2021
Q1 		$2.25M Sell
16,645
-24,320
-59% -$3.53M 0.02% 666
2020
Q4 		$6.46M Sell
40,965
-17,186
-30% -$2.73M 0.07% 284
2020
Q3 		$9.49M Buy
58,151
+13,327
+30% +$2.21M 0.12% 176
2020
Q2 		$7.35M Buy
44,824
+23,996
+115% +$3.95M 0.1% 204
2020
Q1 		$3.44M Sell
20,828
-7,229
-26% -$1.08M 0.06% 287
2019
Q4 		$3.8M Sell
28,057
-77,979
-74% -$10.9M 0.06% 331
2019
Q3 		$15.2M Buy
106,036
+29,623
+39% +$4.12M 0.24% 91
2019
Q2 		$10.1M Buy
76,413
+45,347
+146% +$5.76M 0.18% 126
2019
Q1 		$3.88M Buy
31,066
+23,592
+316% +$2.87M 0.08% 269
2018
Q4 		$908K Sell
7,474
-11,767
-61% -$1.36M 0.02% 617
2018
Q3 		$2.26M Buy
19,241
+1,092
+6% +$131K 0.05% 394
2018
Q2 		$2.2M Buy
18,149
+14,000
+337% +$1.67M 0.04% 260
2018
Q1 		$506K Sell
4,149
-8,622
-68% -$1.04M 0.02% 662
2017
Q4 		$1.52M Sell
12,771
-10,795
-46% -$1.36M 0.06% 309
2017
Q3 		$2.92M Buy
23,566
+2,281
+11% +$287K 0.07% 274
2017
Q2 		$2.62M Buy
21,285
+3,551
+20% +$439K 0.07% 275
2017
Q1 		$2.15M Sell
17,734
-35,231
-67% -$4.23M 0.06% 326
2016
Q4 		$6.47M Sell
52,965
-31,018
-37% -$3.88M 0.21% 111
2016
Q3 		$11.4M Sell
83,983
-24,004
-22% -$3.33M 0.46% 39
2016
Q2 		$15.2M Buy
107,987
+38,015
+54% +$5.01M 0.62% 27
2016
Q1 		$9.11M Buy
69,972
+33,132
+90% +$4.24M 0.44% 47
2015
Q4 		$4.44M Buy
36,840
+2,602
+8% +$317K 0.21% 106
2015
Q3 		$4.23M Buy
34,238
+17,664
+107% +$2.14M 0.23% 95
2015
Q2 		$1.96M Buy
16,574
+2,304
+16% +$283K 0.09% 224
2015
Q1 		$1.86M Sell
14,270
-1,417
-9% -$185K 0.11% 221
2014
Q4 		$1.98M Buy
15,687
+6,844
+77% +$830K 0.13% 191
2014
Q3 		$1.03M Buy
8,843
+1,360
+18% +$156K 0.07% 309
2014
Q2 		$849K Buy
+7,483
New +$835K 0.07% 330

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Private Advisor Group's TLT Position: Q2 2026 in Review

Private Advisor Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q2 2026, buying an estimated $2.97M and bringing the position to 204,141 shares worth $17.6M. The position accounts for 0.08% of the portfolio, ranked #259.

Private Advisor Group first reported a position in TLT in Q2 2014 and has held it in 49 quarters since. The position peaked at $29.6M in Q2 2025. 401 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Private Advisor Group held 204,141 shares of iShares 20+ Year Treasury Bond ETF worth $17.6M as of Q2 2026.
  • Private Advisor Group bought 34,621 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.97M.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Private Advisor Group's portfolio in Q2 2026, its #259 holding.
  • Private Advisor Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2014 and has held it in 49 quarters since.
  • Private Advisor Group's iShares 20+ Year Treasury Bond ETF position peaked at $29.6M in Q2 2025.
  • 401 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.