FM
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Foster & Motley’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Foster & Motley’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 		$4.89M Sell
56,450
-9,294
-14% -$817K 0.25% 101
2025
Q4 		$5.73M Sell
65,744
-3,950
-6% -$353K 0.31% 87
2025
Q3 		$6.23M Sell
69,694
-3,768
-5% -$330K 0.34% 77
2025
Q2 		$6.48M Sell
73,462
-3,565
-5% -$311K 0.37% 69
2025
Q1 		$7.01M Buy
77,027
+1,711
+2% +$152K 0.44% 54
2024
Q4 		$6.58M Buy
75,316
+374
+0.5% +$34.4K 0.43% 61
2024
Q3 		$7.35M Buy
74,942
+535
+0.7% +$51.6K 0.47% 52
2024
Q2 		$6.83M Buy
74,407
+2,540
+4% +$231K 0.47% 51
2024
Q1 		$6.8M Buy
71,867
+9,244
+15% +$874K 0.47% 51
2023
Q4 		$6.19M Buy
62,623
+558
+0.9% +$50.4K 0.46% 53
2023
Q3 		$5.5M Buy
62,065
+17,076
+38% +$1.64M 0.45% 54
2023
Q2 		$4.63M Buy
44,989
+42,617
+1,797% +$4.42M 0.36% 75
2023
Q1 		$252K Buy
+2,372
New +$248K 0.02% 351

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

Foster & Motley's TLT Position: Q1 2026 in Review

Foster & Motley reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q1 2026, selling an estimated $817K and leaving 56,450 shares worth $4.89M. The position accounts for 0.25% of the portfolio, ranked #101.

Foster & Motley first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.35M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Foster & Motley held 56,450 shares of iShares 20+ Year Treasury Bond ETF worth $4.89M as of Q1 2026.
  • Foster & Motley sold 9,294 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $817K.
  • iShares 20+ Year Treasury Bond ETF made up 0.25% of Foster & Motley's portfolio in Q1 2026, its #101 holding.
  • Foster & Motley first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Foster & Motley's iShares 20+ Year Treasury Bond ETF position peaked at $7.35M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.