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PSI Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

PSI 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
Q1 		– Sell
-70,913
Closed -$6.18M – 161
2025
Q4 		$6.18M Buy
70,913
+2,820
+4% +$252K 1.55% 16
2025
Q3 		$6.09M Buy
68,093
+3,034
+5% +$265K 1.57% 17
2025
Q2 		$5.74M Buy
65,059
+1,489
+2% +$130K 2.82% 10
2025
Q1 		$5.79M Sell
63,570
-559
-0.9% -$49.8K 1.88% 13
2024
Q4 		$5.6M Buy
64,129
+63,475
+9,706% +$5.84M 1.66% 16
2024
Q3 		$64.2K Buy
654
+241
+58% +$23.2K 0.02% 239
2024
Q2 		$37.9K Buy
413
+183
+80% +$16.7K 0.01% 294
2024
Q1 		$21.8K Hold
230
– – 0.01% 385
2023
Q4 		$22.7K Hold
230
– – 0.01% 389
2023
Q3 		$20.4K Sell
230
-100
-30% -$9.61K 0.01% 384
2023
Q2 		$34K Buy
330
+146
+79% +$15.1K 0.01% 300
2023
Q1 		$19.6K Hold
184
– – 0.01% 339
2022
Q4 		$18.3K Hold
184
– – 0.01% 331
2022
Q3 		$19K Hold
184
– – 0.01% 334
2022
Q2 		$21K Hold
184
– – 0.01% 349
2022
Q1 		$24K Hold
184
– – 0.01% 347
2021
Q4 		$27K Sell
184
-2
-1% -$295 0.01% 355
2021
Q3 		$27K Buy
+186
New +$27.6K 0.01% 351
2020
Q1 		– Sell
-184
Closed -$24K – 534
2019
Q4 		$24K Buy
+184
New +$25.6K 0.02% 354

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PSI Advisors's TLT Position: Q1 2026 in Review

PSI Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 70,913 shares — an estimated $6.18M sold.

PSI Advisors first reported a position in TLT in Q4 2019 and held it in 19 quarters. The position peaked at $6.18M in Q4 2025. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • PSI Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • PSI Advisors sold 70,913 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $6.18M.
  • PSI Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 19 quarters.
  • PSI Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $6.18M in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.