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Stratos Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stratos Wealth 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 		$859K Sell
9,911
-10,657
-52% -$937K 0.05% 285
2025
Q4 		$1.79M Sell
20,568
-7,001
-25% -$626K 0.09% 227
2025
Q3 		$2.46M Sell
27,569
-37,184
-57% -$3.25M 0.12% 181
2025
Q2 		$5.71M Buy
64,753
+43,174
+200% +$3.76M 0.3% 88
2025
Q1 		$1.96M Sell
21,579
-174,536
-89% -$15.5M 0.11% 182
2024
Q4 		$17.1M Buy
196,115
+150,517
+330% +$13.9M 0.82% 25
2024
Q3 		$4.47M Sell
45,598
-1,926
-4% -$186K 0.21% 106
2024
Q2 		$4.36M Sell
47,524
-9,614
-17% -$876K 0.22% 105
2024
Q1 		$5.41M Sell
57,138
-8,702
-13% -$823K 0.32% 79
2023
Q4 		$6.51M Buy
65,840
+18,955
+40% +$1.71M 0.37% 66
2023
Q3 		$4.16M Buy
46,885
+10,369
+28% +$997K 0.27% 103
2023
Q2 		$3.76M Buy
36,516
+16,516
+83% +$1.71M 0.27% 108
2023
Q1 		$2.13M Buy
20,000
+3,691
+23% +$386K 0.16% 178
2022
Q4 		$1.62M Buy
16,309
+486
+3% +$49K 0.14% 206
2022
Q3 		$1.62M Sell
15,823
-97,855
-86% -$11M 0.17% 176
2022
Q2 		$13.1M Buy
113,678
+53,582
+89% +$6.31M 1.18% 7
2022
Q1 		$7.94M Buy
60,096
+11,241
+23% +$1.55M 0.64% 30
2021
Q4 		$7.24M Buy
48,855
+33,039
+209% +$4.87M 0.52% 41
2021
Q3 		$2.28M Buy
+15,816
New +$2.35M 0.2% 143
2020
Q2 		– Sell
-465
Closed -$77K – 362
2020
Q1 		$77K Buy
+465
New +$69.3K 0.05% 175

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 $5.72T AUM 30.48% 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 $235B AUM 32.99% 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 $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Advisors's TLT Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 52% in Q1 2026, selling an estimated $937K and leaving 9,911 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #285.

Stratos Wealth Advisors first reported a position in TLT in Q1 2020 and has held it in 20 quarters since. The position peaked at $17.1M in Q4 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Stratos Wealth Advisors held 9,911 shares of iShares 20+ Year Treasury Bond ETF worth $859K as of Q1 2026.
  • Stratos Wealth Advisors sold 10,657 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $937K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Stratos Wealth Advisors's portfolio in Q1 2026, its #285 holding.
  • Stratos Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 20 quarters since.
  • Stratos Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $17.1M in Q4 2024.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.