Anchor Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Anchor Investment Management’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	$6.78K	Buy	78 +31	+66%	+$2.73K	﹤0.01%	861
2025 Q4	$4.08K	Buy	47 +1	+2%	+$89	﹤0.01%	913
2025 Q3	$4.13K	Hold	46	–	–	﹤0.01%	926
2025 Q2	$4.06K	Hold	46	–	–	﹤0.01%	911
2025 Q1	$4.19K	Hold	46	–	–	﹤0.01%	902
2024 Q4	$4.02K	Hold	46	–	–	﹤0.01%	892
2024 Q3	$4.51K	Hold	46	–	–	﹤0.01%	885
2024 Q2	$4.22K	Hold	46	–	–	﹤0.01%	854
2024 Q1	$4.35K	Hold	46	–	–	﹤0.01%	878
2023 Q4	$4.55K	Hold	46	–	–	﹤0.01%	826
2023 Q3	$4.08K	Hold	46	–	–	﹤0.01%	851
2023 Q2	$4.74K	Hold	46	–	–	﹤0.01%	834
2023 Q1	$4.89K	Hold	46	–	–	﹤0.01%	836
2022 Q4	$4.58K	Hold	46	–	–	﹤0.01%	807
2022 Q3	$4.71K	Hold	46	–	–	﹤0.01%	805
2022 Q2	$5.28K	Hold	46	–	–	﹤0.01%	800
2022 Q1	$6.08K	Hold	46	–	–	﹤0.01%	813
2021 Q4	$6.82K	Buy	+46	New	+$6.78K	﹤0.01%	833
2016 Q4	–	Sell	-500	Closed	-$68.8K	–	692
2016 Q3	$68.8K	Sell	500 -1,550	-76%	-$215K	0.03%	330
2016 Q2	$285K	Buy	2,050 +550	+37%	+$72.5K	0.11%	177
2016 Q1	$196K	Buy	+1,500	New	+$192K	0.08%	211

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Anchor Investment Management's TLT Position: Q1 2026 in Review

Anchor Investment Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 66% in Q1 2026, buying an estimated $2.73K and bringing the position to 78 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Anchor Investment Management first reported a position in TLT in Q1 2016 and has held it in 21 quarters since. The position peaked at $285K in Q2 2016. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Anchor Investment Management held 78 shares of iShares 20+ Year Treasury Bond ETF worth $6.78K as of Q1 2026.
Anchor Investment Management bought 31 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.73K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #861 holding.
Anchor Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 21 quarters since.
Anchor Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $285K in Q2 2016.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.