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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$749K Sell
8,634
-87,822
-91% -$7.72M 0.01% 1281
2025
Q4
$8.41M Sell
96,456
-58
-0.1% -$5.19K 0.06% 283
2025
Q3
$8.63M Buy
96,514
+2,375
+3% +$208K 0.07% 269
2025
Q2
$8.31M Sell
94,139
-33,069
-26% -$2.88M 0.07% 268
2025
Q1
$11.6M Sell
127,208
-33,692
-21% -$3M 0.11% 166
2024
Q4
$14.1M Buy
160,900
+3,731
+2% +$343K 0.14% 131
2024
Q3
$15.4M Buy
157,169
+21,082
+15% +$2.03M 0.15% 130
2024
Q2
$12.5M Buy
136,087
+43,610
+47% +$3.97M 0.13% 150
2024
Q1
$8.75M Sell
92,477
-20,275
-18% -$1.92M 0.09% 222
2023
Q4
$11M Buy
112,752
+5,574
+5% +$504K 0.13% 164
2023
Q3
$9.51M Buy
107,178
+51,177
+91% +$4.92M 0.11% 175
2023
Q2
$5.76M Buy
56,001
+11,082
+25% +$1.15M 0.06% 298
2023
Q1
$4.78M Buy
+44,919
New +$4.7M 0.06% 288
2021
Q4
Sell
-12,057
Closed -$1.74M 1436
2021
Q3
$1.74M Hold
12,057
0.03% 591
2021
Q2
$1.74M Buy
12,057
+125
+1% +$17.4K 0.02% 645
2021
Q1
$1.62M Sell
11,932
-14,336
-55% -$2.08M 0.02% 570
2020
Q4
$4.14M Sell
26,268
-25,784
-50% -$4.09M 0.06% 368
2020
Q3
$8.5M Buy
52,052
+18,902
+57% +$3.13M 0.15% 166
2020
Q2
$5.43M Hold
33,150
0.23% 95
2020
Q1
$5.47M Sell
33,150
-12,950
-28% -$1.93M 0.25% 89
2019
Q4
$6.25M Sell
46,100
-242
-0.5% -$33.7K 0.21% 101
2019
Q3
$6.63M Sell
46,342
-1,914
-4% -$266K 0.23% 102
2019
Q2
$6.41M Sell
48,256
-42,992
-47% -$5.46M 0.2% 111
2019
Q1
$11.5M Buy
91,248
+74
+0.1% +$9K 0.37% 74
2018
Q4
$11.1M Sell
91,174
-28,869
-24% -$3.34M 0.39% 73
2018
Q3
$14.1M Buy
120,043
+82,500
+220% +$9.9M 0.44% 69
2018
Q2
$4.57M Hold
37,543
0.15% 137
2018
Q1
$4.58M Sell
37,543
-4
-0% -$483 0.15% 130
2017
Q4
$4.76M Buy
37,547
+3,047
+9% +$382K 0.16% 123
2017
Q3
$4.3M Buy
34,500
+15,000
+77% +$1.88M 0.15% 118
2017
Q2
$2.44M Hold
19,500
0.09% 152
2017
Q1
$2.35M Buy
19,500
+4,500
+30% +$540K 0.1% 140
2016
Q4
$1.79M Buy
15,000
+3,986
+36% +$499K 0.08% 153
2016
Q3
$1.51M Buy
11,014
+14
+0.1% +$1.94K 0.06% 158
2016
Q2
$1.53M Hold
11,000
0.07% 155
2016
Q1
$1.44M Sell
11,000
-155
-1% -$19.9K 0.06% 154
2015
Q4
$1.34M Buy
11,155
+155
+1% +$18.9K 0.06% 173
2015
Q3
$1.36M Buy
11,000
+3,000
+38% +$364K 0.06% 166
2015
Q2
$940K Buy
+8,000
New +$982K 0.04% 186
2014
Q4
Sell
-24,773
Closed -$2.88M 438
2014
Q3
$2.88M Buy
24,773
+399
+2% +$45.9K 0.11% 127
2014
Q2
$2.77M Buy
24,374
+124
+0.5% +$13.8K 0.1% 133
2014
Q1
$2.65M Buy
24,250
+250
+1% +$26.7K 0.1% 136
2013
Q4
$2.44M Hold
24,000
0.09% 141
2013
Q3
$2.55M Buy
+24,000
New +$2.54M 0.1% 138

Other funds holding TLT

Brinker Capital Investments's TLT Position: Q1 2026 in Review

Brinker Capital Investments reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 91% in Q1 2026, selling an estimated $7.72M and leaving 8,634 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #1281.

Brinker Capital Investments first reported a position in TLT in Q3 2013 and has held it in 44 quarters since. The position peaked at $15.4M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Brinker Capital Investments held 8,634 shares of iShares 20+ Year Treasury Bond ETF worth $749K as of Q1 2026.
  • Brinker Capital Investments sold 87,822 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $7.72M.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1281 holding.
  • Brinker Capital Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2013 and has held it in 44 quarters since.
  • Brinker Capital Investments's iShares 20+ Year Treasury Bond ETF position peaked at $15.4M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.