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World Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

World Investment 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
Q2 		$1.63M Buy
18,798
+3,102
+20% +$266K 0.03% 542
2026
Q1 		$1.36M Buy
15,696
+2,795
+22% +$246K 0.02% 613
2025
Q4 		$1.12M Buy
12,901
+9,883
+327% +$884K 0.02% 650
2025
Q3 		$270K Buy
3,018
+5
+0.2% +$437 0.01% 1038
2025
Q2 		$266K Sell
3,013
-3,078
-51% -$268K 0.01% 970
2025
Q1 		$554K Sell
6,091
-4,499
-42% -$400K 0.01% 666
2024
Q4 		$925K Sell
10,590
-9,443
-47% -$869K 0.03% 493
2024
Q3 		$1.97M Buy
20,033
+6,009
+43% +$579K 0.06% 305
2024
Q2 		$1.29M Buy
14,024
+10,700
+322% +$975K 0.08% 227
2024
Q1 		$315K Sell
3,324
-8,145
-71% -$770K 0.05% 302
2023
Q4 		$1.13M Sell
11,469
-2,574
-18% -$233K 0.15% 132
2023
Q3 		$1.25M Buy
+14,043
New +$1.35M 0.25% 79
2022
Q4 		– Sell
-2,964
Closed -$304K – 269
2022
Q3 		$304K Sell
2,964
-3,964
-57% -$446K 0.07% 184
2022
Q2 		$828K Buy
+6,928
New +$816K 0.17% 98
2021
Q4 		– Sell
-2,985
Closed -$431K – 286
2021
Q3 		$431K Buy
+2,985
New +$443K 0.1% 140
2021
Q1 		– Sell
-1,587
Closed -$233K – 246
2020
Q4 		$233K Sell
1,587
-6,764
-81% -$1.07M 0.06% 201
2020
Q3 		$1.36M Buy
8,351
+11
+0.1% +$1.82K 0.47% 41
2020
Q2 		$1.38M Sell
8,340
-13,045
-61% -$2.15M 0.48% 37
2020
Q1 		$3.53M Buy
+21,385
New +$3.19M 1.64% 15

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

World Investment Advisors's TLT Position: Q2 2026 in Review

World Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q2 2026, buying an estimated $266K and bringing the position to 18,798 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #542.

World Investment Advisors first reported a position in TLT in Q1 2020 and has held it in 19 quarters since. The position peaked at $3.53M in Q1 2020. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • World Investment Advisors held 18,798 shares of iShares 20+ Year Treasury Bond ETF worth $1.63M as of Q2 2026.
  • World Investment Advisors bought 3,102 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $266K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #542 holding.
  • World Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • World Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.53M in Q1 2020.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.