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Brooklyn Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Brooklyn Investment Group’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 		$439K Sell
5,068
-2,617
-34% -$230K 0.01% 1131
2025
Q4 		$677K Buy
+7,685
New +$687K 0.03% 498
2025
Q3 		– Sell
-1,399
Closed -$123K – 2503
2025
Q2 		$123K Buy
+1,399
New +$122K 0.02% 833

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brooklyn Investment Group's TLT Position: Q1 2026 in Review

Brooklyn Investment Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 34% in Q1 2026, selling an estimated $230K and leaving 5,068 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #1131.

Brooklyn Investment Group first reported a position in TLT in Q2 2025 and has held it in 3 quarters since. The position peaked at $677K in Q4 2025. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Brooklyn Investment Group held 5,068 shares of iShares 20+ Year Treasury Bond ETF worth $439K as of Q1 2026.
  • Brooklyn Investment Group sold 2,617 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $230K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1131 holding.
  • Brooklyn Investment Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Brooklyn Investment Group's iShares 20+ Year Treasury Bond ETF position peaked at $677K in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.