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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlTi Global's TLT Position: Q1 2026 in Review

AlTi Global increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.5% in Q1 2026, buying an estimated $3.89M and bringing the position to 564,985 shares worth $48.9M. The position accounts for 1.06% of the portfolio, ranked #20.

AlTi Global first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $110M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • AlTi Global held 564,985 shares of iShares 20+ Year Treasury Bond ETF worth $48.9M as of Q1 2026.
  • AlTi Global bought 44,300 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $3.89M.
  • iShares 20+ Year Treasury Bond ETF made up 1.06% of AlTi Global's portfolio in Q1 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 10 quarters since.
  • AlTi Global's iShares 20+ Year Treasury Bond ETF position peaked at $110M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.