FPL
TLT icon

Fortress Private Ledger’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fortress Private Ledger’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 		$253K Buy
2,916
+82
+3% +$7.21K 0.08% 209
2025
Q4 		$247K Sell
2,834
-633
-18% -$56.6K 0.08% 188
2025
Q3 		$310K Buy
3,467
+41
+1% +$3.59K 0.11% 156
2025
Q2 		$302K Sell
3,426
-220
-6% -$19.2K 0.14% 143
2025
Q1 		$332K Sell
3,646
-35
-1% -$3.12K 0.19% 110
2024
Q4 		$321K Buy
+3,681
New +$339K 0.2% 101

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
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

Fortress Private Ledger's TLT Position: Q1 2026 in Review

Fortress Private Ledger increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.9% in Q1 2026, buying an estimated $7.21K and bringing the position to 2,916 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #209.

Fortress Private Ledger first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $332K in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Fortress Private Ledger held 2,916 shares of iShares 20+ Year Treasury Bond ETF worth $253K as of Q1 2026.
  • Fortress Private Ledger bought 82 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $7.21K.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Fortress Private Ledger's portfolio in Q1 2026, its #209 holding.
  • Fortress Private Ledger first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Fortress Private Ledger's iShares 20+ Year Treasury Bond ETF position peaked at $332K in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.