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Bramshill Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bramshill Investments’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 		$362K Sell
4,189
-3,888
-48% -$334K 0.03% 141
2026
Q1 		$700K Sell
8,077
-1,645,402
-100% -$145M 0.06% 103
2025
Q4 		$144M Buy
1,653,479
+46,669
+3% +$4.17M 8.15% 3
2025
Q3 		$144M Buy
1,606,810
+20,855
+1% +$1.82M 9.81% 3
2025
Q2 		$140M Sell
1,585,955
-29,222
-2% -$2.55M 14.64% 1
2025
Q1 		$147M Buy
1,615,177
+1,564,988
+3,118% +$139M 15.01% 2
2024
Q4 		$4.38M Sell
50,189
-1,014,580
-95% -$93.4M 0.69% 11
2024
Q3 		$104M Buy
1,064,769
+500,265
+89% +$48.2M 11.44% 3
2024
Q2 		$51.8M Buy
564,504
+491,082
+669% +$44.7M 5.64% 4
2024
Q1 		$6.95M Buy
73,422
+71,101
+3,063% +$6.72M 0.82% 13
2023
Q4 		$230K Sell
2,321
-2,150,267
-100% -$194M 0.02% 115
2023
Q3 		$191M Sell
2,152,588
-606,480
-22% -$58.3M 22.19% 1
2023
Q2 		$284M Buy
+2,759,068
New +$286M 25.82% 1
2020
Q2 		– Sell
-4,393
Closed -$725K – 152
2020
Q1 		$725K Buy
+4,393
New +$655K 0.14% 75
2019
Q1 		– Sell
-1,436
Closed -$174K – 177
2018
Q4 		$174K Buy
1,436
+1,140
+385% +$132K 0.03% 102
2018
Q3 		$35K Buy
296
+38
+15% +$4.56K 0.01% 115
2018
Q2 		$31K Sell
258
-835
-76% -$99.9K 0.01% 103
2018
Q1 		$133K Sell
1,093
-162
-13% -$19.6K 0.04% 102
2017
Q4 		$159K Sell
1,255
-260
-17% -$32.6K 0.04% 110
2017
Q3 		$189K Buy
1,515
+122
+9% +$15.3K 0.06% 82
2017
Q2 		$174K Buy
+1,393
New +$172K 0.05% 87

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

Bramshill Investments's TLT Position: Q2 2026 in Review

Bramshill Investments reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 48% in Q2 2026, selling an estimated $334K and leaving 4,189 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #141.

Bramshill Investments first reported a position in TLT in Q2 2017 and has held it in 21 quarters since. The position peaked at $284M in Q2 2023. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Bramshill Investments held 4,189 shares of iShares 20+ Year Treasury Bond ETF worth $362K as of Q2 2026.
  • Bramshill Investments sold 3,888 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $334K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Bramshill Investments's portfolio in Q2 2026, its #141 holding.
  • Bramshill Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and has held it in 21 quarters since.
  • Bramshill Investments's iShares 20+ Year Treasury Bond ETF position peaked at $284M in Q2 2023.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.