United Advisor Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

United Advisor Group’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 Q3	$1.2M	Buy	15,411 +2,185	+17%	+$180K	0.11%	195
2026 Q2	$1.14M	Sell	13,226 -867	-6%	-$74.4K	0.12%	195
2026 Q1	$1.22M	Buy	14,093 +32	+0.2%	+$2.81K	0.15%	166
2025 Q4	$1.23M	Sell	14,061 -5,793	-29%	-$518K	0.15%	157
2025 Q3	$1.77M	Buy	19,854 +15,761	+385%	+$1.38M	0.24%	102
2025 Q2	$361K	Sell	4,093 -4,516	-52%	-$394K	0.06%	283
2025 Q1	$784K	Sell	8,609 -11,966	-58%	-$1.07M	0.16%	138
2024 Q4	$1.8M	Buy	20,575 +3,781	+23%	+$348K	0.36%	70
2024 Q3	$1.65M	Buy	16,794 +12,661	+306%	+$1.22M	0.37%	67
2024 Q2	$379K	Buy	4,133 +677	+20%	+$61.7K	0.12%	171
2024 Q1	$327K	Buy	+3,456	New	+$327K	0.12%	151

Other funds holding TLT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

United Advisor Group's TLT Position: Q3 2026 in Review

United Advisor Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q3 2026, buying an estimated $180K and bringing the position to 15,411 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #195.

United Advisor Group first reported a position in TLT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.8M in Q4 2024. 568 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

United Advisor Group held 15,411 shares of iShares 20+ Year Treasury Bond ETF worth $1.2M as of Q3 2026.
United Advisor Group bought 2,185 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $180K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of United Advisor Group's portfolio in Q3 2026, its #195 holding.
United Advisor Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.8M in Q4 2024.
568 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.