Sage Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sage Advisory Services’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	$539K	Buy	6,234 +371	+6%	+$31.9K	0.27%	36
2026 Q1	$508K	Sell	5,863 -299	-5%	-$26.3K	0.28%	35
2025 Q4	$537K	Sell	6,162 -2,542	-29%	-$227K	0.29%	37
2025 Q3	$778K	Sell	8,704 -2,635	-23%	-$230K	0.41%	32
2025 Q2	$1M	Sell	11,339 -136	-1%	-$11.9K	0.55%	28
2025 Q1	$1.04M	Sell	11,475 -1	-0%	-$89	0.61%	26
2024 Q4	$1M	Sell	11,476 -8,424	-42%	-$775K	0.59%	27
2024 Q3	$1.83M	Hold	19,900	–	–	0.51%	24
2024 Q2	$1.83M	Buy	19,900 +540	+3%	+$49.2K	0.51%	24
2024 Q1	$1.83M	Buy	19,360 +1,205	+7%	+$114K	0.5%	27
2023 Q4	$1.79M	Sell	18,155 -662	-4%	-$59.8K	0.48%	34
2023 Q3	$1.67M	Buy	18,817 +4,199	+29%	+$404K	0.47%	33
2023 Q2	$1.5M	Buy	14,618 +4,519	+45%	+$469K	0.44%	31
2023 Q1	$1.07M	Sell	10,099 -4,529	-31%	-$474K	0.3%	29
2022 Q4	$1.46M	Buy	14,628 +2,293	+19%	+$231K	0.43%	30
2022 Q3	$1.26M	Buy	12,335 +204	+2%	+$23K	0.39%	27
2022 Q2	$1.39M	Sell	12,131 -3,938	-25%	-$464K	0.4%	36
2022 Q1	$2.12M	Buy	16,069 +1,803	+13%	+$249K	0.54%	34
2021 Q4	$2.11M	Buy	14,266 +3,975	+39%	+$586K	0.52%	32
2021 Q3	$1.49M	Buy	10,291 +236	+2%	+$35K	0.39%	38
2021 Q2	$1.45M	Buy	10,055 +513	+5%	+$71.6K	0.4%	39
2021 Q1	$1.29M	Buy	9,542 +6,600	+224%	+$957K	0.32%	36
2020 Q4	$464K	Buy	+2,942	New	+$467K	0.12%	46
2020 Q1	–	Sell	-2,871	Closed	-$389K	–	64
2019 Q4	$389K	Sell	2,871 -2,712	-49%	-$377K	0.12%	49
2019 Q3	$799K	Buy	5,583 +2,460	+79%	+$342K	0.26%	36
2019 Q2	$415K	Sell	3,123 -59	-2%	-$7.49K	0.12%	41
2019 Q1	$402K	Sell	3,182 -2,871	-47%	-$349K	0.04%	50
2018 Q4	$735K	Buy	6,053 +1,253	+26%	+$145K	0.08%	40
2018 Q3	$563K	Sell	4,800 -1,068	-18%	-$128K	0.05%	42
2018 Q2	$714K	Buy	5,868 +2,451	+72%	+$293K	0.07%	38
2018 Q1	$417K	Sell	3,417 -272	-7%	-$32.9K	0.04%	46
2017 Q4	$468K	Buy	3,689 +291	+9%	+$36.5K	0.05%	37
2017 Q3	$424K	Buy	3,398 +2	+0.1%	+$251	0.05%	36
2017 Q2	$425K	Sell	3,396 -93,656	-97%	-$11.6M	0.05%	28
2017 Q1	$11.7M	Sell	97,052 -434	-0.4%	-$52.1K	1.41%	19
2016 Q4	$11.6M	Buy	+97,486	New	+$12.2M	1.48%	21
2015 Q3	–	Sell	-35,783	Closed	-$4.21M	–	22
2015 Q2	$4.21M	Buy	+35,783	New	+$4.39M	0.58%	16
2014 Q4	–	Sell	-77,817	Closed	-$9.05M	–	19
2014 Q3	$9.05M	Sell	77,817 -7,250	-9%	-$834K	1.24%	14
2014 Q2	$9.66M	Buy	85,067 +1	+0%	+$112	1.2%	17
2014 Q1	$9.28M	Buy	85,066 +46	+0.1%	+$4.91K	1.09%	13
2013 Q4	$8.66M	Sell	85,020 -1,020	-1%	-$107K	1.04%	13
2013 Q3	$9.15M	Buy	+86,040	New	+$9.12M	1.16%	14

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sage Advisory Services's TLT Position: Q2 2026 in Review

Sage Advisory Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.3% in Q2 2026, buying an estimated $31.9K and bringing the position to 6,234 shares worth $539K. The position accounts for 0.27% of the portfolio, ranked #36.

Sage Advisory Services first reported a position in TLT in Q3 2013 and has held it in 42 quarters since. The position peaked at $11.7M in Q1 2017. 427 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Sage Advisory Services held 6,234 shares of iShares 20+ Year Treasury Bond ETF worth $539K as of Q2 2026.
Sage Advisory Services bought 371 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $31.9K.
iShares 20+ Year Treasury Bond ETF made up 0.27% of Sage Advisory Services's portfolio in Q2 2026, its #36 holding.
Sage Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2013 and has held it in 42 quarters since.
Sage Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $11.7M in Q1 2017.
427 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.