EH
TLT icon

Equitable Holdings’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Equitable Holdings’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 		$9.69M Buy
112,165
+13,933
+14% +$1.2M 0.06% 293
2026
Q1 		$8.56M Buy
98,232
+4,281
+5% +$376K 0.06% 308
2025
Q4 		$8.19M Sell
93,951
-33,455
-26% -$2.99M 0.06% 259
2025
Q3 		$11.4M Buy
127,406
+6,753
+6% +$591K 0.08% 200
2025
Q2 		$10.6M Sell
120,653
-133
-0.1% -$11.6K 0.09% 196
2025
Q1 		$11M Buy
120,786
+4,020
+3% +$358K 0.1% 168
2024
Q4 		$10.2M Sell
116,766
-17,352
-13% -$1.6M 0.1% 173
2024
Q3 		$13.2M Buy
134,118
+33,359
+33% +$3.22M 0.13% 140
2024
Q2 		$9.25M Buy
100,759
+30,414
+43% +$2.77M 0.1% 169
2024
Q1 		$6.66M Buy
70,345
+7,813
+12% +$739K 0.08% 198
2023
Q4 		$6.18M Buy
62,532
+12,768
+26% +$1.15M 0.08% 189
2023
Q3 		$4.41M Buy
49,764
+27,023
+119% +$2.6M 0.06% 217
2023
Q2 		$2.34M Buy
22,741
+11,249
+98% +$1.17M 0.03% 318
2023
Q1 		$1.22M Buy
11,492
+6,073
+112% +$635K 0.02% 434
2022
Q4 		$540K Sell
5,419
-2,106
-28% -$212K 0.01% 594
2022
Q3 		$771K Sell
7,525
-731
-9% -$82.3K 0.02% 452
2022
Q2 		$948K Buy
8,256
+2,189
+36% +$258K 0.02% 418
2022
Q1 		$801K Buy
6,067
+1,637
+37% +$226K 0.01% 463
2021
Q4 		$656K Sell
4,430
-427
-9% -$62.9K 0.01% 501
2021
Q3 		$701K Sell
4,857
-2,100
-30% -$312K 0.01% 474
2021
Q2 		$1M Sell
6,957
-3,395
-33% -$474K 0.02% 367
2021
Q1 		$1.4M Sell
10,352
-4,625
-31% -$670K 0.03% 303
2020
Q4 		$2.36M Sell
14,977
-941
-6% -$149K 0.05% 204
2020
Q3 		$2.6M Buy
15,918
+6,442
+68% +$1.07M 0.07% 170
2020
Q2 		$1.55M Sell
9,476
-115
-1% -$18.9K 0.04% 241
2020
Q1 		$1.58M Buy
9,591
+6,252
+187% +$932K 0.06% 198
2019
Q4 		$452K Buy
+3,339
New +$465K 0.01% 422

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

Equitable Holdings's TLT Position: Q2 2026 in Review

Equitable Holdings increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q2 2026, buying an estimated $1.2M and bringing the position to 112,165 shares worth $9.69M. The position accounts for 0.06% of the portfolio, ranked #293.

Equitable Holdings first reported a position in TLT in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.2M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Equitable Holdings held 112,165 shares of iShares 20+ Year Treasury Bond ETF worth $9.69M as of Q2 2026.
  • Equitable Holdings bought 13,933 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.2M.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Equitable Holdings's portfolio in Q2 2026, its #293 holding.
  • Equitable Holdings first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares 20+ Year Treasury Bond ETF position peaked at $13.2M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.