Sage Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $458K | Sell |
5,882
-352
| -6% | -$29K | 0.25% | 37 |
|
|
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 | $1.8M | 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 | $1.48M | 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 | $9.7M | 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 | $9.16M | Buy |
+86,040
| New | +$9.12M | 1.16% | 14 |
|
Other funds holding TLT
Sage Advisory Services's TLT Position: Q3 2026 in Review
Sage Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.6% in Q3 2026, selling an estimated $29K and leaving 5,882 shares worth $458K. The position accounts for 0.25% of the portfolio, ranked #37.
Sage Advisory Services first reported a position in TLT in Q3 2013 and has held it in 43 quarters since. The position peaked at $11.7M in Q1 2017. 384 funds tracked by Wall St. Rank hold TLT as of Q3 2026.
- Sage Advisory Services held 5,882 shares of iShares 20+ Year Treasury Bond ETF worth $458K as of Q3 2026.
- Sage Advisory Services sold 352 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $29K.
- iShares 20+ Year Treasury Bond ETF made up 0.25% of Sage Advisory Services's portfolio in Q3 2026, its #37 holding.
- Sage Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2013 and has held it in 43 quarters since.
- Sage Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $11.7M in Q1 2017.
- 384 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.
Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.