Concurrent Investment Advisors 13F: Cuts TLT Stake by $27M

Concurrent Investment Advisors disclosed a reduction in its position in the iShares 20+ Year Treasury Bond ETF (TLT) in a filing on October 16, 2026. The fund cut its shares by 351,355, lowering its total holdings to 210,444 shares, valued at about $16.4 million.

What Changed in Concurrent Investment Advisors' Position

Concurrent Investment Advisors decreased its holdings in TLT by 351,355 shares, a drop of roughly 62.5%. The fund now holds 210,444 shares in total following this cut.

iShares 20+ Year Treasury Bond ETF Stock Up 1.4%

The iShares 20+ Year Treasury Bond ETF recently traded around $80.03, which is below its 50-day moving average of $80.78 and its 200-day average of $84.99. This current price is also about 13.2% lower than its 52-week high of $92.19, suggesting some weakness in the ETF's performance.

Dividend

The iShares 20+ Year Treasury Bond ETF offers a dividend yield of 5.0%, which can be attractive for income-seeking investors focused on long-term U.S. Treasury securities.

About iShares 20+ Year Treasury Bond ETF

The iShares 20+ Year Treasury Bond ETF invests primarily in U.S. Treasury securities with maturities greater than twenty years. This fund focuses on providing exposure to long-term U.S. government debt, which can be a safe haven in volatile market conditions.

Bottom Line

The latest filing from Concurrent Investment Advisors shows a significant cut to its holdings in TLT. Investors should keep an eye on the ETF's upcoming performance, especially as it trades below key moving averages. This filing reflects positions as of the reporting period and may not indicate the fund's current stance. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.