Clear Investment Research’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 | $955K | Sell |
11,017
-29
| -0.3% | -$2.55K | 1.49% | 19 |
|
|
2025
Q4 | $963K | Buy |
11,046
+205
| +2% | +$18.3K | 1.6% | 19 |
|
|
2025
Q3 | $969K | Sell |
10,841
-231
| -2% | -$20.2K | 1.3% | 19 |
|
|
2025
Q2 | $977K | Buy |
11,072
+388
| +4% | +$33.8K | 1.23% | 22 |
|
|
2025
Q1 | $973K | Sell |
10,684
-326
| -3% | -$29K | 1.3% | 18 |
|
|
2024
Q4 | $962K | Buy |
11,010
+1,049
| +11% | +$96.5K | 1.24% | 19 |
|
|
2024
Q3 | $977K | Buy |
9,961
+9,501
| +2,065% | +$916K | 1.27% | 19 |
|
|
2024
Q2 | $43.5K | Hold |
460
| – | – | 0.06% | 104 |
|
|
2024
Q1 | $43.5K | Hold |
460
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $45.5K | Hold |
460
| – | – | 0.06% | 111 |
|
|
2023
Q3 | $40.8K | Hold |
460
| – | – | 0.07% | 95 |
|
|
2023
Q2 | $47.4K | Hold |
460
| – | – | 0.08% | 91 |
|
|
2023
Q1 | $48.9K | Hold |
460
| – | – | 0.09% | 82 |
|
|
2022
Q4 | $46K | Hold |
460
| – | – | 0.09% | 81 |
|
|
2022
Q3 | $47K | Hold |
460
| – | – | 0.1% | 78 |
|
|
2022
Q2 | $53K | Hold |
460
| – | – | 0.12% | 77 |
|
|
2022
Q1 | $61K | Sell |
460
-1,670
| -78% | -$230K | 0.12% | 78 |
|
|
2021
Q4 | $316K | Sell |
2,130
-15
| -0.7% | -$2.21K | 0.48% | 37 |
|
|
2021
Q3 | $310K | Sell |
2,145
-65
| -3% | -$9.65K | 0.5% | 36 |
|
|
2021
Q2 | $319K | Buy |
2,210
+18
| +0.8% | +$2.51K | 0.53% | 34 |
|
|
2021
Q1 | $297K | Buy |
2,192
+241
| +12% | +$34.9K | 0.54% | 31 |
|
|
2020
Q4 | $308K | Buy |
1,951
+192
| +11% | +$30.5K | 0.56% | 31 |
|
|
2020
Q3 | $287K | Buy |
1,759
+5
| +0.3% | +$829 | 0.58% | 31 |
|
|
2020
Q2 | $288K | Buy |
1,754
+110
| +7% | +$18.1K | 0.62% | 30 |
|
|
2020
Q1 | $271K | Sell |
1,644
-483
| -23% | -$72K | 0.66% | 28 |
|
|
2019
Q4 | $288K | Buy |
2,127
+123
| +6% | +$17.1K | 0.59% | 30 |
|
|
2019
Q3 | $287K | Sell |
2,004
-135
| -6% | -$18.8K | 0.62% | 29 |
|
|
2019
Q2 | $284K | Sell |
2,139
-115
| -5% | -$14.6K | 0.47% | 31 |
|
|
2019
Q1 | $285K | Buy |
2,254
+98
| +5% | +$11.9K | 0.45% | 31 |
|
|
2018
Q4 | $262K | Sell |
2,156
-269
| -11% | -$31.1K | 0.42% | 32 |
|
|
2018
Q3 | $284K | Sell |
2,425
-33,757
| -93% | -$4.05M | 0.41% | 31 |
|
|
2018
Q2 | $4.41M | Hold |
36,182
| – | – | 2.89% | 14 |
|
|
2018
Q1 | $4.41M | Buy |
36,182
+1,487
| +4% | +$180K | 2.89% | 14 |
|
|
2017
Q4 | $4.4M | Buy |
34,695
+1,052
| +3% | +$132K | 2.91% | 14 |
|
|
2017
Q3 | $4.2M | Sell |
33,643
-4,545
| -12% | -$571K | 2.85% | 14 |
|
|
2017
Q2 | $4.78M | Sell |
38,188
-1,030
| -3% | -$127K | 3.64% | 13 |
|
|
2017
Q1 | $4.73M | Buy |
39,218
+2,502
| +7% | +$300K | 3.4% | 13 |
|
|
2016
Q4 | $4.37M | Buy |
36,716
+4,901
| +15% | +$614K | 3.37% | 13 |
|
|
2016
Q3 | $3.79M | Buy |
31,815
+4,490
| +16% | +$623K | 3.01% | 13 |
|
|
2016
Q2 | $3.79M | Sell |
27,325
-3,402
| -11% | -$449K | 3.97% | 10 |
|
|
2016
Q1 | $4.01M | Sell |
30,727
-2,086
| -6% | -$267K | 3.29% | 14 |
|
|
2015
Q4 | $3.96M | Buy |
32,813
+968
| +3% | +$118K | 3.37% | 13 |
|
|
2015
Q3 | $3.93M | Buy |
31,845
+1,967
| +7% | +$239K | 3.64% | 12 |
|
|
2015
Q2 | $3.51M | Buy |
29,878
+294
| +1% | +$36.1K | 3.12% | 13 |
|
|
2015
Q1 | $3.87M | Buy |
+29,584
| New | +$3.86M | 3.5% | 12 |
|
Other funds holding TLT
Clear Investment Research's TLT Position: Q1 2026 in Review
Clear Investment Research reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.26% in Q1 2026, selling an estimated $2.55K and leaving 11,017 shares worth $955K. The position accounts for 1.49% of the portfolio, ranked #19.
Clear Investment Research first reported a position in TLT in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.78M in Q2 2017. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Clear Investment Research held 11,017 shares of iShares 20+ Year Treasury Bond ETF worth $955K as of Q1 2026.
- Clear Investment Research sold 29 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.55K.
- iShares 20+ Year Treasury Bond ETF made up 1.49% of Clear Investment Research's portfolio in Q1 2026, its #19 holding.
- Clear Investment Research first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2015 and has held it in 45 quarters since.
- Clear Investment Research's iShares 20+ Year Treasury Bond ETF position peaked at $4.78M in Q2 2017.
- 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.