UAS
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United Asset Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

United Asset Strategies’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 		$875K Sell
10,126
-272
-3% -$23.4K 0.06% 164
2026
Q1 		$901K Buy
10,398
+126
+1% +$11.1K 0.07% 147
2025
Q4 		$895K Sell
10,272
-1,060
-9% -$94.8K 0.07% 155
2025
Q3 		$1.01M Sell
11,332
-18
-0.2% -$1.57K 0.08% 147
2025
Q2 		$1M Buy
11,350
+1,061
+10% +$92.5K 0.09% 142
2025
Q1 		$937K Buy
10,289
+4,004
+64% +$356K 0.09% 147
2024
Q4 		$549K Sell
6,285
-199
-3% -$18.3K 0.05% 176
2024
Q3 		$636K Sell
6,484
-80
-1% -$7.71K 0.06% 176
2024
Q2 		$602K Sell
6,564
-241
-4% -$22K 0.06% 174
2024
Q1 		$644K Buy
6,805
+34
+0.5% +$3.22K 0.06% 180
2023
Q4 		$670K Buy
6,771
+1,964
+41% +$177K 0.08% 172
2023
Q3 		$426K Buy
4,807
+343
+8% +$33K 0.06% 185
2023
Q2 		$460K Sell
4,464
-29,045
-87% -$3.01M 0.06% 179
2023
Q1 		$4.59M Buy
33,509
+28,142
+524% +$2.94M 0.61% 48
2022
Q4 		$534K Buy
5,367
+2,082
+63% +$210K 0.07% 173
2022
Q3 		$337K Sell
3,285
-168
-5% -$18.9K 0.05% 174
2022
Q2 		$397K Sell
3,453
-6,781
-66% -$799K 0.06% 165
2022
Q1 		$1.35M Buy
10,234
+2,423
+31% +$334K 0.17% 106
2021
Q4 		$1.16M Sell
7,811
-235
-3% -$34.6K 0.14% 118
2021
Q3 		$1.16M Buy
8,046
+3,179
+65% +$472K 0.15% 106
2021
Q2 		$703K Sell
4,867
-12,523
-72% -$1.75M 0.09% 130
2021
Q1 		$2.35M Buy
17,390
+1,009
+6% +$146K 0.34% 67
2020
Q4 		$2.58M Buy
16,381
+1,549
+10% +$246K 0.41% 65
2020
Q3 		$2.42M Sell
14,832
-1,264
-8% -$210K 0.45% 60
2020
Q2 		$2.64M Buy
16,096
+2,160
+15% +$356K 0.52% 58
2020
Q1 		$2.3M Sell
13,936
-2,436
-15% -$363K 0.57% 47
2019
Q4 		$2.22M Buy
16,372
+2,590
+19% +$361K 0.43% 67
2019
Q3 		$1.97M Sell
13,782
-3,921
-22% -$545K 0.43% 71
2019
Q2 		$2.35M Sell
17,703
-16,570
-48% -$2.1M 0.54% 58
2019
Q1 		$4.33M Sell
34,273
-21,966
-39% -$2.67M 1.02% 34
2018
Q4 		$6.83M Buy
56,239
+20,885
+59% +$2.42M 1.87% 12
2018
Q3 		$4.15M Buy
35,354
+1,778
+5% +$213K 0.98% 34
2018
Q2 		$4.09M Sell
33,576
-17,753
-35% -$2.12M 1.08% 32
2018
Q1 		$6.26M Buy
51,329
+12,681
+33% +$1.53M 1.84% 10
2017
Q4 		$4.9M Sell
38,648
-17,760
-31% -$2.23M 1.31% 21
2017
Q3 		$7.04M Sell
56,408
-472
-0.8% -$59.3K 3.99% 1
2017
Q2 		$7.12M Sell
56,880
-780
-1% -$96.4K 2.11% 12
2017
Q1 		$6.96M Buy
57,660
+4,612
+9% +$554K 2.12% 13
2016
Q4 		$6.32M Buy
53,048
+11,095
+26% +$1.39M 2.06% 10
2016
Q3 		$5.77M Buy
41,953
+1,011
+2% +$140K 2.02% 11
2016
Q2 		$5.69M Buy
+40,942
New +$5.4M 2.13% 12

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

United Asset Strategies's TLT Position: Q2 2026 in Review

United Asset Strategies reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.6% in Q2 2026, selling an estimated $23.4K and leaving 10,126 shares worth $875K. The position accounts for 0.06% of the portfolio, ranked #164.

United Asset Strategies first reported a position in TLT in Q2 2016 and has held it in 41 quarters since. The position peaked at $7.12M in Q2 2017. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • United Asset Strategies held 10,126 shares of iShares 20+ Year Treasury Bond ETF worth $875K as of Q2 2026.
  • United Asset Strategies sold 272 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $23.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of United Asset Strategies's portfolio in Q2 2026, its #164 holding.
  • United Asset Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and has held it in 41 quarters since.
  • United Asset Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $7.12M in Q2 2017.
  • 633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.