Signature Estate & Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Signature Estate & Investment 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	$1.91M	Buy	22,136 +2,513	+13%	+$216K	0.03%	178
2026 Q1	$1.7M	Buy	19,623 +17,309	+748%	+$1.52M	0.03%	190
2025 Q4	$202K	Buy	2,314 +42	+2%	+$3.75K	﹤0.01%	590
2025 Q3	$203K	Buy	+2,272	New	+$199K	﹤0.01%	575
2025 Q1	–	Sell	-4,661	Closed	-$407K	–	580
2024 Q4	$407K	Sell	4,661 -1,702	-27%	-$157K	0.01%	369
2024 Q3	$624K	Buy	6,363 +1,919	+43%	+$185K	0.01%	280
2024 Q2	$408K	Buy	+4,444	New	+$405K	0.01%	326

Other funds holding TLT

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Signature Estate & Investment Advisors's TLT Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q2 2026, buying an estimated $216K and bringing the position to 22,136 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #178.

Signature Estate & Investment Advisors first reported a position in TLT in Q2 2024 and has held it in 7 quarters since. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Signature Estate & Investment Advisors held 22,136 shares of iShares 20+ Year Treasury Bond ETF worth $1.91M as of Q2 2026.
Signature Estate & Investment Advisors bought 2,513 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $216K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #178 holding.
Signature Estate & Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.