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Howe & Rusling’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Howe & Rusling’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 		$330K Sell
3,810
-575
-13% -$50.6K 0.02% 225
2025
Q4 		$382K Buy
4,385
+412
+10% +$36.8K 0.03% 205
2025
Q3 		$355K Hold
3,973
– – 0.02% 219
2025
Q2 		$351K Buy
3,973
+63
+2% +$5.49K 0.03% 210
2025
Q1 		$356K Buy
3,910
+100
+3% +$8.9K 0.03% 192
2024
Q4 		$333K Buy
3,810
+3,745
+5,762% +$345K 0.03% 203
2024
Q3 		$6.34K Buy
65
+7
+12% +$675 ﹤0.01% 366
2024
Q2 		$5.33K Sell
58
-462
-89% -$42.1K ﹤0.01% 336
2024
Q1 		$49.2K Buy
520
+468
+900% +$44.3K ﹤0.01% 297
2023
Q4 		$5.16K Buy
+52
New +$4.7K ﹤0.01% 340
2023
Q3 		– Sell
-35
Closed -$3.63K – 342
2023
Q2 		$3.63K Buy
+35
New +$3.63K ﹤0.01% 315
2023
Q1 		– Sell
-44
Closed -$4.38K – 341
2022
Q4 		$4.38K Buy
44
+34
+340% +$3.43K ﹤0.01% 300
2022
Q3 		$1K Sell
10
-144
-94% -$16.2K ﹤0.01% 1014
2022
Q2 		$18K Buy
154
+144
+1,440% +$17K ﹤0.01% 439
2022
Q1 		$1K Buy
+10
New +$1.38K ﹤0.01% 966
2021
Q2 		– Sell
-11
Closed -$1K – 1020
2021
Q1 		$1K Sell
11
-50
-82% -$7.25K ﹤0.01% 913
2020
Q4 		$10K Buy
+61
New +$9.69K ﹤0.01% 492
2017
Q3 		– Sell
-22
Closed -$3K – 965
2017
Q2 		$3K Buy
+22
New +$2.72K ﹤0.01% 743
2015
Q4 		– Sell
-86
Closed -$11K – 1065
2015
Q3 		$11K Buy
+86
New +$10.4K ﹤0.01% 489

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 $303B AUM 53.02% 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

Howe & Rusling's TLT Position: Q1 2026 in Review

Howe & Rusling reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q1 2026, selling an estimated $50.6K and leaving 3,810 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #225.

Howe & Rusling first reported a position in TLT in Q3 2015 and has held it in 19 quarters since. The position peaked at $382K in Q4 2025. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Howe & Rusling held 3,810 shares of iShares 20+ Year Treasury Bond ETF worth $330K as of Q1 2026.
  • Howe & Rusling sold 575 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $50.6K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #225 holding.
  • Howe & Rusling first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2015 and has held it in 19 quarters since.
  • Howe & Rusling's iShares 20+ Year Treasury Bond ETF position peaked at $382K in Q4 2025.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.