SageView Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-2,273	Closed	-$198K	–	2260
2025 Q4	$198K	Buy	+2,273	New	+$203K	0.01%	610
2024 Q4	–	Sell	-3,309	Closed	-$325K	–	608
2024 Q3	$325K	Buy	+3,309	New	+$319K	0.02%	371
2024 Q2	–	Sell	-8,963	Closed	-$733K	–	765
2024 Q1	$733K	Buy	+8,963	New	+$848K	0.04%	248
2023 Q4	–	Hold	0	–	–	–	460
2023 Q3	–	Sell	-3,527	Closed	-$363K	–	552
2023 Q2	$363K	Buy	3,527 +557	+19%	+$57.8K	0.02%	410
2023 Q1	$316K	Buy	+2,970	New	+$311K	0.02%	379

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's TLT Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,273 shares — an estimated $198K sold.

SageView Advisory Group first reported a position in TLT in Q1 2023 and held it in 5 quarters. The position peaked at $733K in Q1 2024. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

SageView Advisory Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2,273 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $198K.
SageView Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
SageView Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $733K in Q1 2024.
1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.