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Harvest Portfolios Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Harvest Portfolios Group’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 		$238M Sell
2,744,301
-375,715
-12% -$33M 3.93% 4
2025
Q4 		$272M Sell
3,120,016
-415,371
-12% -$37.1M 4.73% 2
2025
Q3 		$316M Buy
3,535,387
+33,088
+0.9% +$2.89M 5.83% 2
2025
Q2 		$309M Sell
3,502,299
-136,384
-4% -$11.9M 7.19% 1
2025
Q1 		$331M Buy
3,638,683
+599,149
+20% +$53.3M 9.78% 1
2024
Q4 		$265M Buy
3,039,534
+285,825
+10% +$26.3M 8.85% 1
2024
Q3 		$270M Buy
2,753,709
+683,915
+33% +$66M 8.96% 1
2024
Q2 		$190M Buy
2,069,794
+608,087
+42% +$55.4M 7.26% 1
2024
Q1 		$138M Buy
1,461,707
+673,084
+85% +$63.7M 5.4% 1
2023
Q4 		$78M Buy
788,623
+734,038
+1,345% +$66.3M 3.31% 1
2023
Q3 		$4.84M Buy
+54,585
New +$5.25M 0.23% 67

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

Harvest Portfolios Group's TLT Position: Q1 2026 in Review

Harvest Portfolios Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q1 2026, selling an estimated $33M and leaving 2,744,301 shares worth $238M. The position accounts for 3.93% of the portfolio, ranked #4.

Harvest Portfolios Group first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. The position peaked at $331M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Harvest Portfolios Group held 2,744,301 shares of iShares 20+ Year Treasury Bond ETF worth $238M as of Q1 2026.
  • Harvest Portfolios Group sold 375,715 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $33M.
  • iShares 20+ Year Treasury Bond ETF made up 3.93% of Harvest Portfolios Group's portfolio in Q1 2026, its #4 holding.
  • Harvest Portfolios Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Harvest Portfolios Group's iShares 20+ Year Treasury Bond ETF position peaked at $331M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.