SP
TLT icon

Symmetry Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Symmetry Partners’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 		$519K Buy
6,006
+59
+1% +$5.07K 0.03% 125
2026
Q1 		$516K Buy
5,947
+7
+0.1% +$615 0.03% 102
2025
Q4 		$518K Buy
+5,940
New +$531K 0.03% 97

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Symmetry Partners's TLT Position: Q2 2026 in Review

Symmetry Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.99% in Q2 2026, buying an estimated $5.07K and bringing the position to 6,006 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #125.

Symmetry Partners first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Symmetry Partners held 6,006 shares of iShares 20+ Year Treasury Bond ETF worth $519K as of Q2 2026.
  • Symmetry Partners bought 59 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.07K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Symmetry Partners's portfolio in Q2 2026, its #125 holding.
  • Symmetry Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.