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United Capital Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

United Capital Financial Advisors’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 		$208K Hold
2,400
– – ﹤0.01% 1541
2025
Q4 		$209K Hold
2,400
– – ﹤0.01% 1312
2025
Q3 		$214K Buy
+2,400
New +$210K ﹤0.01% 1134

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Financial Advisors's TLT Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q1 2026, selling an estimated $724K and leaving 32,543 shares worth $2.82M. The position accounts for 0.02% of the portfolio, ranked #481.

United Capital Financial Advisors first reported a position in TLT in Q2 2013 and has held it in 51 quarters since. The position peaked at $47.6M in Q4 2023. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • United Capital Financial Advisors held 32,543 shares of iShares 20+ Year Treasury Bond ETF worth $2.82M as of Q1 2026.
  • United Capital Financial Advisors sold 8,233 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $724K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #481 holding.
  • United Capital Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $47.6M in Q4 2023.
  • 1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.