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

Regal 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
2019
Q2 		– Sell
-1,500
Closed -$190K – 370
2019
Q1 		$190K Buy
+1,500
New +$182K 0.04% 297

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

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

Regal Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 21% in Q2 2026, selling an estimated $405K and leaving 17,310 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #252.

Regal Investment Advisors first reported a position in TLT in Q2 2013 and has held it in 48 quarters since. The position peaked at $10.2M in Q4 2014. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Regal Investment Advisors held 17,310 shares of iShares 20+ Year Treasury Bond ETF worth $1.5M as of Q2 2026.
  • Regal Investment Advisors sold 4,719 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $405K.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Regal Investment Advisors's portfolio in Q2 2026, its #252 holding.
  • Regal Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $10.2M in Q4 2014.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.