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Clark Capital Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Clark Capital Management 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
2025
Q4 		– Sell
-135,621
Closed -$12.1M – 528
2025
Q3 		$12.1M Buy
+135,621
New +$11.9M 0.08% 158
2025
Q1 		– Sell
-112,798
Closed -$9.85M – 476
2024
Q4 		$9.85M Buy
112,798
+92,090
+445% +$8.48M 0.07% 158
2024
Q3 		$2.03M Buy
+20,708
New +$2M 0.01% 255
2024
Q2 		– Sell
-2,828
Closed -$268K – 427
2024
Q1 		$268K Buy
+2,828
New +$267K ﹤0.01% 361
2022
Q3 		– Sell
-172,294
Closed -$19.8M – 378
2022
Q2 		$19.8M Buy
172,294
+144,435
+518% +$17M 0.26% 132
2022
Q1 		$3.68M Buy
+27,859
New +$3.84M 0.04% 200
2021
Q3 		– Sell
-36,946
Closed -$5.33M – 364
2021
Q2 		$5.33M Sell
36,946
-69,205
-65% -$9.66M 0.07% 176
2021
Q1 		$14.4M Buy
+106,151
New +$15.4M 0.22% 154
2018
Q2 		– Sell
-77,629
Closed -$9.46M – 315
2018
Q1 		$9.46M Buy
+77,629
New +$9.38M 0.3% 107
2017
Q2 		– Sell
-36,154
Closed -$4.37M – 305
2017
Q1 		$4.37M Buy
+36,154
New +$4.34M 0.19% 121
2016
Q2 		– Sell
-9,387
Closed -$1.23M – 355
2016
Q1 		$1.23M Buy
+9,387
New +$1.2M 0.09% 169
2015
Q3 		– Sell
-7,093
Closed -$833K – 346
2015
Q2 		$833K Buy
+7,093
New +$870K 0.08% 176
2015
Q1 		– Sell
-17,131
Closed -$2.16M – 358
2014
Q4 		$2.16M Sell
17,131
-11,899
-41% -$1.44M 0.2% 95
2014
Q3 		$3.38M Buy
+29,030
New +$3.34M 0.29% 76
2014
Q2 		– Sell
-24,650
Closed -$2.69M – 366
2014
Q1 		$2.69M Buy
+24,650
New +$2.63M 0.23% 93
2013
Q4 		– Sell
-29,228
Closed -$3.11M – 380
2013
Q3 		$3.11M Buy
+29,228
New +$3.1M 0.25% 79

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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Clark Capital Management Group's TLT Position: Q4 2025 in Review

Clark Capital Management Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 135,621 shares — an estimated $12.1M sold.

Clark Capital Management Group first reported a position in TLT in Q3 2013 and held it in 16 quarters. The position peaked at $19.8M in Q2 2022. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Clark Capital Management Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Clark Capital Management Group sold 135,621 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $12.1M.
  • Clark Capital Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2013 and held it in 16 quarters.
  • Clark Capital Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $19.8M in Q2 2022.
  • 1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Clark Capital Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.