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

Realta 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
2026
Q2 		$571K Sell
6,604
-379
-5% -$32.5K 0.18% 123
2026
Q1 		$605K Sell
6,983
-2,397
-26% -$211K 0.21% 109
2025
Q4 		$818K Buy
9,380
+2,203
+31% +$197K 0.27% 85
2025
Q3 		$641K Buy
7,177
+3,463
+93% +$303K 0.21% 96
2025
Q2 		$328K Sell
3,714
-4,463
-55% -$389K 0.13% 137
2025
Q1 		$744K Buy
8,177
+72
+0.9% +$6.41K 0.34% 71
2024
Q4 		$708K Buy
8,105
+3,605
+80% +$332K 0.29% 74
2024
Q3 		$422K Sell
4,500
-506
-10% -$48.8K 0.19% 117
2024
Q2 		$459K Buy
5,006
+4,326
+636% +$394K 0.09% 241
2024
Q1 		$64.3K Buy
+680
New +$64.3K 0.01% 530
2023
Q4 		– Sell
-541
Closed -$55.7K – 768
2023
Q3 		$55.7K Hold
541
– – 0.01% 522
2023
Q2 		$55.7K Buy
+541
New +$56.1K 0.01% 552
2023
Q1 		– Sell
-467
Closed -$46.5K – 791
2022
Q4 		$46.5K Buy
467
+131
+39% +$13.2K 0.01% 557
2022
Q3 		$34K Buy
+336
New +$37.8K 0.01% 566
2020
Q1 		– Sell
-336
Closed -$47K – 1277
2019
Q4 		$47K Buy
336
+130
+63% +$18.1K 0.01% 684
2019
Q3 		$30K Sell
206
-691
-77% -$96K 0.01% 805
2019
Q2 		$119K Buy
897
+278
+45% +$35.3K 0.03% 457
2019
Q1 		$79K Buy
+619
New +$75.3K 0.04% 445

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Realta Investment Advisors's TLT Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.4% in Q2 2026, selling an estimated $32.5K and leaving 6,604 shares worth $571K. The position accounts for 0.18% of the portfolio, ranked #123.

Realta Investment Advisors first reported a position in TLT in Q1 2019 and has held it in 18 quarters since. The position peaked at $818K in Q4 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Realta Investment Advisors held 6,604 shares of iShares 20+ Year Treasury Bond ETF worth $571K as of Q2 2026.
  • Realta Investment Advisors sold 379 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $32.5K.
  • iShares 20+ Year Treasury Bond ETF made up 0.18% of Realta Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Realta Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 18 quarters since.
  • Realta Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $818K in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.