Sage Advisory Services, Ltd.Co. TLT — ISHARES 20+ YEAR

Ownership history in Sage Advisory Services, Ltd.Co.  ·  41 quarters on record

AI Ownership Summary

Sage Advisory Services, Ltd.Co. reported ISHARES 20+ YEAR (TLT) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2025 Q1. The latest visible filing shows TLT at 0.28% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sage Advisory Services, Ltd.Co.'s position in ISHARES 20+ YEAR, 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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q1

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 Sage Advisory Services, Ltd.Co. fund profile Sage Advisory Services, Ltd.Co. full holdings
How Sage Advisory Services, Ltd.Co. 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 REDUCED — — — 5,863 -299 -4.9% 0.28% $508K 2026-05-07 $85.65
2025 Q4 REDUCED 29.2% +0.2% ❌ 6,162 -2,542 -29.2% 0.29% $537K 2026-01-28 $86.31
2025 Q3 REDUCED 23.2% -0.0% ❌ 8,704 -2,635 -23.2% 0.41% $778K 2025-11-06 $87.78
2025 Q2 REDUCED — — — 11,339 -136 -1.2% 0.55% $1.0M 2025-08-06 $84.96
2025 Q1 REDUCED — — — 11,475 -1 -0.0% 0.61% $1.0M 2025-05-06 $83.73
2024 Q4 REDUCED 42.3% +4.9% ❌ 11,476 -8,424 -42.3% 0.59% $1.0M 2025-02-05 $85.10
2024 Q3 UNCHANGED — — — 19,900 — 0% 0.51% $1.8M 2024-11-04 $86.38
2024 Q2 ADDED — — — 19,900 +540 +2.8% 0.51% $1.8M 2024-08-06 $89.56
2024 Q1 ADDED — — — 19,360 +1,205 +6.6% 0.50% $1.8M 2024-04-26 $80.73
2023 Q4 REDUCED — — — 18,155 -662 -3.5% 0.48% $1.8M 2024-02-01 $89.30
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% INSIGHT 2811, INC. 3Y 7Y 9.83% INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3Y 9.51% 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% Disciplina Capital Management LLC 7.31% BCI SECURITIES, INC. 7.09%

FAQ About Sage Advisory Services, Ltd.Co. and TLT

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

How long has Sage Advisory Services, Ltd.Co. reported owning TLT?

Sage Advisory Services, Ltd.Co. reported TLT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TLT position in Sage Advisory Services, Ltd.Co.'s portfolio?

The largest reported portfolio weight for TLT was 0.61% in 2025 Q1.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2026 Q1, when Sage Advisory Services, Ltd.Co. reported 5,863 shares, equal to 0.28% of portfolio, with an estimated market value of $508K.

What does the chart on this TLT ownership page compare?

The chart compares Sage Advisory Services, Ltd.Co.'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 Sage Advisory Services, Ltd.Co. time their TLT position?

Based on 13F filing dates vs. subsequent TLT price moves, Sage Advisory Services, Ltd.Co. correctly timed 17 out of 39 reported position changes (44%).

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