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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savvy Advisors Inc's TLT Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.2% in Q1 2026, buying an estimated $18.6K and bringing the position to 17,157 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #332.

Savvy Advisors Inc first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Savvy Advisors Inc held 17,157 shares of iShares 20+ Year Treasury Bond ETF worth $1.49M as of Q1 2026.
  • Savvy Advisors Inc bought 211 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $18.6K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #332 holding.
  • Savvy Advisors Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.