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Sequoia Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sequoia Financial 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 		$238K Sell
2,755
-7,544
-73% -$648K ﹤0.01% 1851
2026
Q1 		$893K Buy
10,299
+6,767
+192% +$595K 0.01% 947
2025
Q4 		$308K Sell
3,532
-17
-0.5% -$1.52K ﹤0.01% 1548
2025
Q3 		$317K Buy
3,549
+1,176
+50% +$103K ﹤0.01% 1365
2025
Q2 		$209K Sell
2,373
-230
-9% -$20.1K ﹤0.01% 1461
2025
Q1 		$237K Buy
+2,603
New +$232K ﹤0.01% 1186
2024
Q3 		– Sell
-1,902
Closed -$175K – 1372
2024
Q2 		$175K Sell
1,902
-710
-27% -$64.7K ﹤0.01% 1118
2024
Q1 		$247K Buy
2,612
+220
+9% +$20.8K ﹤0.01% 951
2023
Q4 		$236K Buy
+2,392
New +$216K ﹤0.01% 1029
2022
Q3 		– Sell
-1,862
Closed -$214K – 586
2022
Q2 		$214K Sell
1,862
-393
-17% -$46.3K 0.01% 531
2022
Q1 		$298K Buy
2,255
+397
+21% +$54.8K 0.01% 502
2021
Q4 		$275K Buy
1,858
+52
+3% +$7.66K 0.01% 461
2021
Q3 		$261K Sell
1,806
-490
-21% -$72.8K 0.03% 223
2021
Q2 		$331K Buy
2,296
+2
+0.1% +$279 0.01% 359
2021
Q1 		$311K Sell
2,294
-920
-29% -$133K 0.01% 329
2020
Q4 		$507K Sell
3,214
-44
-1% -$6.99K 0.02% 247
2020
Q3 		$532K Buy
3,258
+1,400
+75% +$232K 0.03% 218
2020
Q2 		$305K Sell
1,858
-8
-0.4% -$1.32K 0.02% 283
2020
Q1 		$308K Hold
1,866
– – 0.02% 266
2019
Q4 		$253K Buy
1,866
+60
+3% +$8.35K 0.02% 323
2019
Q3 		$258K Hold
1,806
– – 0.02% 300
2019
Q2 		$240K Sell
1,806
-41
-2% -$5.21K 0.02% 316
2019
Q1 		$234K Buy
+1,847
New +$225K 0.02% 321

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

Sequoia Financial Advisors's TLT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 73% in Q2 2026, selling an estimated $648K and leaving 2,755 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Sequoia Financial Advisors first reported a position in TLT in Q1 2019 and has held it in 23 quarters since. The position peaked at $893K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Sequoia Financial Advisors held 2,755 shares of iShares 20+ Year Treasury Bond ETF worth $238K as of Q2 2026.
  • Sequoia Financial Advisors sold 7,544 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $648K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1851 holding.
  • Sequoia Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 23 quarters since.
  • Sequoia Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $893K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.