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Almanack Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Almanack Investment Partners’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 		$2.34M Buy
+27,129
New +$2.33M 0.3% 50
2025
Q1 		– Sell
-2,540
Closed -$222K – 195
2024
Q4 		$222K Sell
2,540
-90,772
-97% -$8.35M 0.03% 163
2024
Q3 		$9.15M Buy
93,312
+89,878
+2,617% +$8.67M 1.44% 16
2024
Q2 		$315K Sell
3,434
-46,140
-93% -$4.2M 0.05% 139
2024
Q1 		$4.69M Buy
+49,574
New +$4.69M 0.8% 30
2023
Q3 		– Sell
-21,423
Closed -$2.21M – 185
2023
Q2 		$2.21M Buy
+21,423
New +$2.22M 0.39% 30
2022
Q3 		– Sell
-23,587
Closed -$2.71M – 930
2022
Q2 		$2.71M Buy
23,587
+9,398
+66% +$1.11M 0.27% 64
2022
Q1 		$1.87M Sell
14,189
-344,634
-96% -$47.5M 0.16% 98
2021
Q4 		$53.2M Sell
358,823
-27,886
-7% -$4.11M 4.31% 4
2021
Q3 		$55.8M Buy
+386,709
New +$57.4M 4.91% 4
2021
Q2 		– Sell
-2,023
Closed -$274K – 482
2021
Q1 		$274K Sell
2,023
-5,080
-72% -$736K 0.03% 333
2020
Q4 		$1.12M Buy
7,103
+345
+5% +$54.8K 0.13% 106
2020
Q3 		$1.05M Buy
6,758
+3,418
+102% +$567K 0.13% 100
2020
Q2 		$548K Sell
3,340
-5,351
-62% -$881K 0.1% 117
2020
Q1 		$1.43M Sell
8,691
-2,724
-24% -$406K 0.31% 47
2019
Q4 		$1.55M Sell
11,415
-119,053
-91% -$16.6M 0.3% 51
2019
Q3 		$18.7M Sell
130,468
-6,928
-5% -$963K 3.62% 6
2019
Q2 		$18.2M Sell
137,396
-919
-0.7% -$117K 4.22% 4
2019
Q1 		$17.5M Buy
138,315
+8,669
+7% +$1.05M 4.95% 4
2018
Q4 		$15.8M Buy
129,646
+79,029
+156% +$9.15M 4.65% 4
2018
Q3 		$5.7M Buy
+50,617
New +$6.08M 1.5% 23
2018
Q1 		– Sell
-2,025
Closed -$266K – 207
2017
Q4 		$266K Buy
2,025
+81
+4% +$10.2K 0.11% 94
2017
Q3 		$243K Buy
1,944
+623
+47% +$78.3K 0.12% 79
2017
Q2 		$165K Buy
1,321
+25
+2% +$3.09K 0.09% 128
2017
Q1 		$156K Buy
+1,296
New +$156K 0.12% 118

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

Almanack Investment Partners's TLT Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 27,129 shares worth $2.34M. The stake represents 0.3% of the portfolio and ranks #50 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in TLT as recently as Q4 2024.

Almanack Investment Partners first reported a position in TLT in Q1 2017 and has held it in 25 quarters since. The position peaked at $55.8M in Q3 2021. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Almanack Investment Partners held 27,129 shares of iShares 20+ Year Treasury Bond ETF worth $2.34M as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Almanack Investment Partners position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.3% of Almanack Investment Partners's portfolio in Q2 2026, its #50 holding.
  • Almanack Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and has held it in 25 quarters since.
  • Almanack Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $55.8M in Q3 2021.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.