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

Strategic 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
Q1 		$11.9M Buy
137,321
+6,051
+5% +$532K 0.82% 29
2025
Q4 		$11.4M Buy
131,270
+130,967
+43,223% +$11.7M 0.99% 26
2025
Q3 		$15.7M Buy
+303
New +$26.5K 1.41% 18
2025
Q2 		– Sell
-202,899
Closed -$18.5M – 249
2025
Q1 		$18.5M Buy
+202,899
New +$18.1M 1.96% 12
2024
Q4 		– Sell
-349,242
Closed -$34.3M – 248
2024
Q3 		$34.3M Buy
+349,242
New +$33.7M 3.75% 7
2024
Q2 		– Sell
-143,273
Closed -$13.6M – 250
2024
Q1 		$13.6M Sell
143,273
-121,004
-46% -$11.4M 1.74% 13
2023
Q4 		$26.1M Buy
+264,277
New +$23.9M 3.77% 6
2023
Q2 		– Sell
-323,760
Closed -$34.4M – 246
2023
Q1 		$34.4M Buy
323,760
+29,861
+10% +$3.12M 6.23% 3
2022
Q4 		$29.3M Buy
293,899
+123,093
+72% +$12.4M 6.07% 1
2022
Q3 		$17.5M Buy
+170,806
New +$19.2M 3.94% 5
2022
Q1 		– Sell
-216,200
Closed -$32M – 206
2021
Q4 		$32M Buy
216,200
+20,356
+10% +$3M 6.19% 1
2021
Q3 		$28.3M Buy
195,844
+19,698
+11% +$2.92M 6.2% 1
2021
Q2 		$25.4M Buy
+176,146
New +$24.6M 5.82% 1

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return

Strategic Investment Advisors's TLT Position: Q1 2026 in Review

Strategic Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.6% in Q1 2026, buying an estimated $532K and bringing the position to 137,321 shares worth $11.9M. The position accounts for 0.82% of the portfolio, ranked #29.

Strategic Investment Advisors first reported a position in TLT in Q2 2021 and has held it in 13 quarters since. The position peaked at $34.4M in Q1 2023. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Strategic Investment Advisors held 137,321 shares of iShares 20+ Year Treasury Bond ETF worth $11.9M as of Q1 2026.
  • Strategic Investment Advisors bought 6,051 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $532K.
  • iShares 20+ Year Treasury Bond ETF made up 0.82% of Strategic Investment Advisors's portfolio in Q1 2026, its #29 holding.
  • Strategic Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and has held it in 13 quarters since.
  • Strategic Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $34.4M in Q1 2023.
  • 1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.