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Soltis Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Soltis 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 		– Sell
-50,122
Closed -$4.35M – 688
2026
Q1 		$4.35M Buy
+50,122
New +$4.41M 0.27% 95
2025
Q2 		– Sell
-39,399
Closed -$3.59M – 410
2025
Q1 		$3.59M Buy
+39,399
New +$3.51M 0.32% 87
2023
Q4 		– Sell
-33,539
Closed -$2.97M – 299
2023
Q3 		$2.97M Buy
+33,539
New +$3.22M 0.38% 84
2023
Q2 		– Sell
-27,827
Closed -$2.96M – 281
2023
Q1 		$2.96M Sell
27,827
-1,154
-4% -$121K 0.38% 79
2022
Q4 		$2.89M Sell
28,981
-1,003
-3% -$101K 0.38% 75
2022
Q3 		$3.07M Buy
29,984
+868
+3% +$97.7K 0.46% 69
2022
Q2 		$3.35M Buy
29,116
+27,436
+1,633% +$3.23M 0.49% 55
2022
Q1 		$222K Sell
1,680
-189
-10% -$26.1K 0.03% 231
2021
Q4 		$277K Sell
1,869
-64
-3% -$9.43K 0.04% 217
2021
Q3 		$279K Buy
1,933
+20
+1% +$2.97K 0.04% 203
2021
Q2 		$276K Sell
1,913
-2,026
-51% -$283K 0.04% 206
2021
Q1 		$534K Sell
3,939
-1,784
-31% -$259K 0.1% 149
2020
Q4 		$903K Buy
5,723
+173
+3% +$27.5K 0.17% 99
2020
Q3 		$906K Buy
5,550
+675
+14% +$112K 0.21% 85
2020
Q2 		$799K Buy
4,875
+874
+22% +$144K 0.21% 78
2020
Q1 		$660K Sell
4,001
-1,234
-24% -$184K 0.2% 60
2019
Q4 		$709K Buy
+5,235
New +$729K 0.14% 65

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

Soltis Investment Advisors's TLT Position: Q2 2026 in Review

Soltis Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 50,122 shares — an estimated $4.35M sold.

Soltis Investment Advisors first reported a position in TLT in Q4 2019 and held it in 17 quarters. The position peaked at $4.35M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Soltis Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 50,122 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.35M.
  • Soltis Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 17 quarters.
  • Soltis Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.35M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.