Cresta Advisors, Ltd. TLT — ISHARES TR

Ownership history in Cresta Advisors, Ltd.  ·  10 quarters on record

AI Ownership Summary

Cresta Advisors, Ltd. reported ISHARES TR (TLT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.15% in 2024 Q2. The latest visible filing shows TLT at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cresta Advisors, Ltd.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TLT was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TLT stock page Cresta Advisors, Ltd. fund profile Cresta Advisors, Ltd. full holdings
How Cresta Advisors, Ltd. held TLT — position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 11,085 — 0% 0.39% $961K 2026-04-27 $85.96
2025 Q4 UNCHANGED — — — 11,085 — 0% 0.41% $966K 2026-02-03 $85.81
2025 Q3 REDUCED — — — 11,085 -500 -4.3% 0.44% $991K 2025-10-22 $89.71
2025 Q2 REDUCED — — — 11,585 -560 -4.6% 0.50% $1.0M 2025-07-16 $82.04
2025 Q1 REDUCED 44.9% -2.0% ✅ 12,145 -9,900 -44.9% 0.57% $1.1M 2025-05-12 $82.50
2024 Q4 UNCHANGED — — — 22,045 — 0% 1.13% $2.2M 2025-02-03 $83.46
2024 Q3 ADDED — — — 22,045 +1,000 +4.8% 1.13% $2.2M 2024-11-18 $84.50
2024 Q2 ADDED — — — 21,045 +5,000 +31.2% 1.15% $1.9M 2024-08-13 $90.20
2024 Q1 ADDED — — — 16,045 +1,500 +10.3% 0.96% $1.5M 2024-05-02 $81.66
2023 Q4 INITIATED — — — 14,545 — — 0.96% $1.4M 2024-01-17 $85.78

🏢 Other funds also holding TLT

As of 2026 Q1 — sorted by position size

MY Wealth Management Inc. 3Y 15.13% SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 13.81% Nolet Wealth Management, LLC 8.67% CULTIVAR CAPITAL, INC. 8.61% SJBENEN ADVISORY, LLC 8.13% New Harbor Financial Group, LLC 3Y 7Y 7.36% SIERRA OCEAN, LLC 6.41% VISION FINANCIAL MARKETS LLC 5.96% WJ Interests, LLC 3Y 5.91% Braun-Bostich & Associates Inc. 3Y 7Y 5.85%

FAQ About Cresta Advisors, Ltd. and TLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cresta Advisors, Ltd. reported owning TLT?

Cresta Advisors, Ltd. reported TLT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TLT position in Cresta Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for TLT was 1.15% in 2024 Q2.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2026 Q1, when Cresta Advisors, Ltd. reported 11,085 shares, equal to 0.39% of portfolio, with an estimated market value of $961K.

What does the chart on this TLT ownership page compare?

The chart compares Cresta Advisors, Ltd.'s quarterly TLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cresta Advisors, Ltd. time their TLT position?

Based on 13F filing dates vs. subsequent TLT price moves, Cresta Advisors, Ltd. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on TLT relative to SPY over the holding period was -17.6%.

← Back to Cresta Advisors, Ltd. Holdings