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Davidson Trust Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Davidson Trust 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
Q1 		– Sell
-2,430
Closed -$212K – 182
2025
Q4 		$212K Buy
+2,430
New +$217K 0.09% 169

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Rafferty Asset Management
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Davidson Trust Company's TLT Position: Q1 2026 in Review

Davidson Trust Company sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,430 shares — an estimated $212K sold.

Davidson Trust Company first reported a position in TLT in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Davidson Trust Company reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Davidson Trust Company sold 2,430 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $212K.
  • Davidson Trust Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Davidson Trust Company's iShares 20+ Year Treasury Bond ETF position peaked at $212K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Davidson Trust Company's 13F filing for Q1 2026, filed 20 Apr 2026.