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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
2024
Q3 		– Hold
0
– -$101K – 1371
2024
Q2 		– Hold
0
– – – 1160

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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. 424 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.
  • 424 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.