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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Advisor Group's TLT Position: Q2 2026 in Review

United Advisor Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.2% in Q2 2026, selling an estimated $74.4K and leaving 13,226 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #195.

United Advisor Group first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

United Advisor Group held 13,226 shares of iShares 20+ Year Treasury Bond ETF worth $1.14M as of Q2 2026.
United Advisor Group sold 867 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $74.4K.
iShares 20+ Year Treasury Bond ETF made up 0.12% of United Advisor Group's portfolio in Q2 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 10 quarters since.
United Advisor Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.8M in Q4 2024.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.