Private Advisor Group
TLT icon

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
Q3 		$1.95K Buy
+2,000
New +$165K ﹤0.01% 3166

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Private Advisor Group's TLT Position: Q3 2026 in Review

Private Advisor Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q3 2026, buying an estimated $3.63M and bringing the position to 248,197 shares worth $19.3M. The position accounts for 0.06% of the portfolio, ranked #306.

Private Advisor Group first reported a position in TLT in Q2 2014 and has held it in 50 quarters since. The position peaked at $29.6M in Q2 2025. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Private Advisor Group held 248,197 shares of iShares 20+ Year Treasury Bond ETF worth $19.3M as of Q3 2026.
  • Private Advisor Group bought 44,056 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $3.63M.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Private Advisor Group's portfolio in Q3 2026, its #306 holding.
  • Private Advisor Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2014 and has held it in 50 quarters since.
  • Private Advisor Group's iShares 20+ Year Treasury Bond ETF position peaked at $29.6M in Q2 2025.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.