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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
2024
Q1 		– Sell
-500
Closed -$205 – 2415
2023
Q4 		$205 Buy
500
+300
+150% +$27.1K ﹤0.01% 2238
2023
Q3 		$1.84K Buy
+200
New +$19.2K ﹤0.01% 2234

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.