Savvy Advisors Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Savvy Advisors Inc’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	$1.26M	Sell	14,591 -2,566	-15%	-$220K	0.03%	451
2026 Q1	$1.49M	Buy	17,157 +211	+1%	+$18.6K	0.04%	332
2025 Q4	$1.48M	Buy	16,946 +7,141	+73%	+$638K	0.05%	287
2025 Q3	$876K	Sell	9,805 -1,347	-12%	-$118K	0.04%	295
2025 Q2	$984K	Sell	11,152 -5,074	-31%	-$442K	0.07%	225
2025 Q1	$1.48M	Buy	16,226 +6,841	+73%	+$609K	0.15%	114
2024 Q4	$820K	Buy	+9,385	New	+$864K	0.1%	172

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savvy Advisors Inc's TLT Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q2 2026, selling an estimated $220K and leaving 14,591 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #451.

Savvy Advisors Inc first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2026. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Savvy Advisors Inc held 14,591 shares of iShares 20+ Year Treasury Bond ETF worth $1.26M as of Q2 2026.
Savvy Advisors Inc sold 2,566 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $220K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #451 holding.
Savvy Advisors Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Savvy Advisors Inc's iShares 20+ Year Treasury Bond ETF position peaked at $1.49M in Q1 2026.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.