HI
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Harbour Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Harbour Investments’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 		$5.94M Sell
68,701
-17,563
-20% -$1.51M 0.08% 234
2026
Q1 		$7.48M Buy
86,264
+74,097
+609% +$6.51M 0.12% 169
2025
Q4 		$1.06M Buy
12,167
+6,463
+113% +$578K 0.02% 589
2025
Q3 		$510K Sell
5,704
-46,753
-89% -$4.09M 0.01% 816
2025
Q2 		$4.63M Sell
52,457
-7,763
-13% -$677K 0.12% 157
2025
Q1 		$5.48M Buy
60,220
+943
+2% +$83.9K 0.16% 113
2024
Q4 		$5.18M Sell
59,277
-13,902
-19% -$1.28M 0.15% 117
2024
Q3 		$7.18M Sell
73,179
-30,618
-29% -$2.95M 0.22% 81
2024
Q2 		$9.53M Sell
103,797
-5,206
-5% -$474K 0.32% 54
2024
Q1 		$10.3M Buy
109,003
+84,468
+344% +$7.99M 0.37% 47
2023
Q4 		$2.43M Buy
24,535
+3,185
+15% +$288K 0.1% 195
2023
Q3 		$1.89M Buy
21,350
+10,996
+106% +$1.06M 0.1% 206
2023
Q2 		$1.07M Buy
10,354
+679
+7% +$70.4K 0.05% 325
2023
Q1 		$1.03M Buy
9,675
+1,771
+22% +$185K 0.06% 316
2022
Q4 		$787K Buy
7,904
+2,695
+52% +$272K 0.05% 351
2022
Q3 		$598K Hold
5,209
– – 0.04% 383
2022
Q2 		$598K Buy
+5,209
New +$613K 0.04% 383
2021
Q4 		$931K Sell
6,284
-10,447
-62% -$1.54M 0.06% 314
2021
Q3 		$2.42M Buy
16,731
+5,284
+46% +$785K 0.08% 230
2021
Q2 		$1.65M Buy
11,447
+464
+4% +$64.7K 0.05% 332
2021
Q1 		$1.49M Buy
+10,983
New +$1.59M 0.05% 313

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

Harbour Investments's TLT Position: Q2 2026 in Review

Harbour Investments reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q2 2026, selling an estimated $1.51M and leaving 68,701 shares worth $5.94M. The position accounts for 0.08% of the portfolio, ranked #234.

Harbour Investments first reported a position in TLT in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.3M in Q1 2024. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Harbour Investments held 68,701 shares of iShares 20+ Year Treasury Bond ETF worth $5.94M as of Q2 2026.
  • Harbour Investments sold 17,563 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.51M.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Harbour Investments's portfolio in Q2 2026, its #234 holding.
  • Harbour Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares 20+ Year Treasury Bond ETF position peaked at $10.3M in Q1 2024.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.