DBRC
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D.B. Root & Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

D.B. Root & Company’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 		$227K Sell
2,627
-1,250
-32% -$107K 0.05% 193
2026
Q1 		$336K Hold
3,877
– – 0.08% 144
2025
Q4 		$338K Sell
3,877
-3,000
-44% -$268K 0.08% 144
2025
Q3 		$615K Hold
6,877
– – 0.16% 92
2025
Q2 		$607K Buy
6,877
+600
+10% +$52.3K 0.18% 90
2025
Q1 		$571K Buy
6,277
+150
+2% +$13.4K 0.18% 90
2024
Q4 		$535K Buy
+6,127
New +$564K 0.17% 95
2024
Q3 		– Sell
-4,327
Closed -$397K – 199
2024
Q2 		$397K Buy
4,327
+100
+2% +$9.11K 0.14% 126
2024
Q1 		$400K Buy
4,227
+1,192
+39% +$113K 0.14% 124
2023
Q4 		$300K Sell
3,035
-1,600
-35% -$145K 0.11% 143
2023
Q3 		$411K Buy
+4,635
New +$446K 0.16% 121
2020
Q4 		– Sell
-1,967
Closed -$321K – 214
2020
Q3 		$321K Buy
+1,967
New +$326K 0.13% 170
2020
Q1 		– Sell
-5,200
Closed -$704K – 200
2019
Q4 		$704K Buy
5,200
+3,737
+255% +$520K 0.31% 93
2019
Q3 		$209K Buy
+1,463
New +$203K 0.1% 185
2019
Q2 		– Sell
-6,297
Closed -$796K – 210
2019
Q1 		$796K Buy
6,297
+696
+12% +$84.6K 0.34% 89
2018
Q4 		$681K Buy
5,601
+400
+8% +$46.3K 0.34% 91
2018
Q3 		$610K Buy
+5,201
New +$624K 0.27% 111

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

D.B. Root & Company's TLT Position: Q2 2026 in Review

D.B. Root & Company reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 32% in Q2 2026, selling an estimated $107K and leaving 2,627 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #193.

D.B. Root & Company first reported a position in TLT in Q3 2018 and has held it in 17 quarters since. The position peaked at $796K in Q1 2019. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • D.B. Root & Company held 2,627 shares of iShares 20+ Year Treasury Bond ETF worth $227K as of Q2 2026.
  • D.B. Root & Company sold 1,250 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of D.B. Root & Company's portfolio in Q2 2026, its #193 holding.
  • D.B. Root & Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2018 and has held it in 17 quarters since.
  • D.B. Root & Company's iShares 20+ Year Treasury Bond ETF position peaked at $796K in Q1 2019.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.