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

Sage Mountain 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 		$86 Buy
+1
New +$86 ﹤0.01% 301
2023
Q1 		– Sell
-170
Closed -$16.9K – 341
2022
Q4 		$16.9K Buy
+170
New +$17.1K ﹤0.01% 262

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

Sage Mountain Advisors's TLT Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 1 share worth $86. The stake represents ﹤0.01% of the portfolio and ranks #301 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in TLT as recently as Q4 2022.

Sage Mountain Advisors first reported a position in TLT in Q4 2022 and has held it in 2 quarters since. The position peaked at $16.9K in Q4 2022. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Sage Mountain Advisors held 1 share of iShares 20+ Year Treasury Bond ETF worth $86 as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Sage Mountain Advisors position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #301 holding.
  • Sage Mountain Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • Sage Mountain Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $16.9K in Q4 2022.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.