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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Advisor Group's TLT Position: Q1 2026 in Review

United Advisor Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.23% in Q1 2026, buying an estimated $2.81K and bringing the position to 14,093 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #166.

United Advisor Group first reported a position in TLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

United Advisor Group held 14,093 shares of iShares 20+ Year Treasury Bond ETF worth $1.22M as of Q1 2026.
United Advisor Group bought 32 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.81K.
iShares 20+ Year Treasury Bond ETF made up 0.15% of United Advisor Group's portfolio in Q1 2026, its #166 holding.
United Advisor Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.8M in Q4 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.