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AlTi Global’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

AlTi Global’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 		$47.9M Sell
553,585
-11,400
-2% -$979K 0.99% 20
2026
Q1 		$48.9M Buy
564,985
+44,300
+9% +$3.89M 1.06% 20
2025
Q4 		$45.4M Sell
520,685
-22,361
-4% -$2M 0.97% 19
2025
Q3 		$48.5M Sell
543,046
-168,500
-24% -$14.7M 1.14% 18
2025
Q2 		$62.1M Sell
711,546
-36,200
-5% -$3.16M 1.56% 12
2025
Q1 		$68.1M Sell
747,746
-155,100
-17% -$13.8M 1.78% 12
2024
Q4 		$78.8M Sell
902,846
-219,614
-20% -$20.2M 1.9% 11
2024
Q3 		$110M Buy
1,122,460
+572,370
+104% +$55.2M 2.65% 9
2024
Q2 		$50.5M Buy
550,090
+58,759
+12% +$5.35M 1.36% 14
2024
Q1 		$46.5M Sell
491,331
-91,790
-16% -$8.68M 1.29% 13
2023
Q4 		$57.7M Buy
+583,121
New +$52.7M 1.76% 11

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

AlTi Global's TLT Position: Q2 2026 in Review

AlTi Global reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2% in Q2 2026, selling an estimated $979K and leaving 553,585 shares worth $47.9M. The position accounts for 0.99% of the portfolio, ranked #20.

AlTi Global first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $110M in Q3 2024. 1,045 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • AlTi Global held 553,585 shares of iShares 20+ Year Treasury Bond ETF worth $47.9M as of Q2 2026.
  • AlTi Global sold 11,400 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $979K.
  • iShares 20+ Year Treasury Bond ETF made up 0.99% of AlTi Global's portfolio in Q2 2026, its #20 holding.
  • AlTi Global first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's iShares 20+ Year Treasury Bond ETF position peaked at $110M in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.