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Clear Harbor Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Clear Harbor Asset Management’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
2021
Q3 		– Sell
-36,900
Closed -$5.33M – 412
2021
Q2 		$5.33M Buy
+36,900
New +$5.15M 0.65% 30

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

Clear Harbor Asset Management's TLT Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q2 2026, selling an estimated $33.9K and leaving 2,599 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #407.

Clear Harbor Asset Management first reported a position in TLT in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.34M in Q2 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Clear Harbor Asset Management held 2,599 shares of iShares 20+ Year Treasury Bond ETF worth $225K as of Q2 2026.
  • Clear Harbor Asset Management sold 395 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $33.9K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Clear Harbor Asset Management's portfolio in Q2 2026, its #407 holding.
  • Clear Harbor Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 38 quarters since.
  • Clear Harbor Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.34M in Q2 2024.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.