Arrowroot Family Office’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Arrowroot Family Office’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	$604K	Sell	6,968 -2,281	-25%	-$201K	0.2%	96
2025 Q4	$806K	Sell	9,249 -1,194	-11%	-$107K	0.29%	72
2025 Q3	$933K	Sell	10,443 -395	-4%	-$34.5K	0.37%	60
2025 Q2	$956K	Buy	+10,838	New	+$945K	0.43%	55
2024 Q4	$898K	Buy	10,278 +1,786	+21%	+$164K	0.47%	52
2024 Q3	$833K	Sell	8,492 -2,508	-23%	-$242K	0.49%	51
2024 Q2	$1.01M	Sell	11,000 -8,701	-44%	-$793K	0.65%	41
2024 Q1	$1.86M	Buy	19,701 +1,230	+7%	+$116K	1.19%	24
2023 Q4	$1.83M	Buy	18,471 +3,181	+21%	+$287K	1.29%	23
2023 Q3	$1.36M	Buy	15,290 +206	+1%	+$19.8K	1.07%	28
2023 Q2	$1.55M	Buy	15,084 +2,733	+22%	+$284K	1.18%	26
2023 Q1	$1.31M	Buy	+12,351	New	+$1.29M	1.12%	26

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

Arrowroot Family Office's TLT Position: Q1 2026 in Review

Arrowroot Family Office reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 25% in Q1 2026, selling an estimated $201K and leaving 6,968 shares worth $604K. The position accounts for 0.2% of the portfolio, ranked #96.

Arrowroot Family Office first reported a position in TLT in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.86M in Q1 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Arrowroot Family Office held 6,968 shares of iShares 20+ Year Treasury Bond ETF worth $604K as of Q1 2026.
Arrowroot Family Office sold 2,281 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $201K.
iShares 20+ Year Treasury Bond ETF made up 0.2% of Arrowroot Family Office's portfolio in Q1 2026, its #96 holding.
Arrowroot Family Office first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares 20+ Year Treasury Bond ETF position peaked at $1.86M in Q1 2024.
1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.