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

Cresset 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
2026 Q2	$951K	Buy	11,008 +114	+1%	+$9.79K	﹤0.01%	931
2026 Q1	$944K	Sell	10,894 -389	-3%	-$34.2K	﹤0.01%	803
2025 Q4	$983K	Sell	11,283 -1,259	-10%	-$113K	﹤0.01%	797
2025 Q3	$1.12M	Sell	12,542 -1,657	-12%	-$145K	﹤0.01%	706
2025 Q2	$1.25M	Sell	14,199 -2,534	-15%	-$221K	0.01%	628
2025 Q1	$1.52M	Buy	16,733 +1,674	+11%	+$149K	0.01%	625
2024 Q4	$1.32M	Sell	15,059 -21,806	-59%	-$2.01M	0.01%	695
2024 Q3	$3.62M	Buy	36,865 +6,437	+21%	+$621K	0.01%	549
2024 Q2	$2.79M	Buy	30,428 +5,435	+22%	+$495K	0.01%	589
2024 Q1	$2.36M	Buy	24,993 +1,162	+5%	+$110K	0.01%	574
2023 Q4	$2.36M	Sell	23,831 -6,359	-21%	-$575K	0.01%	516
2023 Q3	$2.68M	Buy	30,190 +2,796	+10%	+$269K	0.01%	459
2023 Q2	$2.82M	Buy	27,394 +23,373	+581%	+$2.42M	﹤0.01%	543
2023 Q1	$428K	Sell	4,021 -4,065	-50%	-$425K	0.01%	531
2022 Q4	$805K	Buy	+8,086	New	+$815K	0.01%	346
2021 Q4	–	Sell	-1,485	Closed	-$214K	–	1293
2021 Q3	$214K	Sell	1,485 -1,592	-52%	-$236K	﹤0.01%	998
2021 Q2	$444K	Sell	3,077 -1,500	-33%	-$209K	0.01%	603
2021 Q1	$620K	Buy	4,577 +1,817	+66%	+$263K	0.01%	417
2020 Q4	$435K	Sell	2,760 -419	-13%	-$66.5K	0.01%	433
2020 Q3	$519K	Buy	3,179 +57	+2%	+$9.45K	0.01%	369
2020 Q2	$512K	Buy	3,122 +350	+13%	+$57.6K	0.01%	336
2020 Q1	$457K	Sell	2,772 -257	-8%	-$38.3K	0.01%	304
2019 Q4	$410K	Buy	3,029 +13	+0.4%	+$1.81K	0.01%	342
2019 Q3	$432K	Buy	3,016 +102	+4%	+$14.2K	0.01%	291
2019 Q2	$387K	Hold	2,914	–	–	0.01%	289
2019 Q1	$368K	Hold	2,914	–	–	0.01%	227
2018 Q4	$354K	Buy	+2,914	New	+$337K	0.02%	146

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cresset Asset Management's TLT Position: Q2 2026 in Review

Cresset Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1% in Q2 2026, buying an estimated $9.79K and bringing the position to 11,008 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Cresset Asset Management first reported a position in TLT in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.62M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Cresset Asset Management held 11,008 shares of iShares 20+ Year Treasury Bond ETF worth $951K as of Q2 2026.
Cresset Asset Management bought 114 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.79K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #931 holding.
Cresset Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 27 quarters since.
Cresset Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.62M in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.