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Douglass Winthrop Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Douglass Winthrop Advisors’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
-4,000
Closed -$349K – 315
2025
Q4 		$349K Buy
4,000
+1,500
+60% +$134K 0.01% 255
2025
Q3 		$223K Buy
+2,500
New +$219K ﹤0.01% 291

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Douglass Winthrop Advisors's TLT Position: Q1 2026 in Review

Douglass Winthrop Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 4,000 shares — an estimated $349K sold.

Douglass Winthrop Advisors first reported a position in TLT in Q3 2025 and held it in 2 quarters. The position peaked at $349K in Q4 2025. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Douglass Winthrop Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 4,000 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $349K.
  • Douglass Winthrop Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Douglass Winthrop Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $349K in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.