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

Horizon 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
Q1 		– Sell
-250,000
Closed -$44K – 1507
2025
Q4 		$44K Buy
+250,000
New +$22.4M ﹤0.01% 1129

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

Horizon Investments's TLT Position: Q1 2026 in Review

Horizon Investments reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 57% in Q1 2026, selling an estimated $16.9M and leaving 144,934 shares worth $12.5M. The position accounts for 0.14% of the portfolio, ranked #123.

Horizon Investments first reported a position in TLT in Q1 2014 and has held it in 26 quarters since. The position peaked at $101M in Q2 2020. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Horizon Investments held 144,934 shares of iShares 20+ Year Treasury Bond ETF worth $12.5M as of Q1 2026.
  • Horizon Investments sold 192,103 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $16.9M.
  • iShares 20+ Year Treasury Bond ETF made up 0.14% of Horizon Investments's portfolio in Q1 2026, its #123 holding.
  • Horizon Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and has held it in 26 quarters since.
  • Horizon Investments's iShares 20+ Year Treasury Bond ETF position peaked at $101M in Q2 2020.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.