HUB Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HUB Investment Partners’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	-2,365	Closed	-$206K	–	1225
2025 Q4	$206K	Buy	2,365 +2,085	+745%	+$186K	0.01%	836
2025 Q3	$25K	Buy	+280	New	+$24.5K	﹤0.01%	797
2025 Q2	–	Sell	-2,949	Closed	-$268K	–	761
2025 Q1	$268K	Buy	+2,949	New	+$263K	0.01%	475
2021 Q2	–	Sell	-9,848	Closed	-$1.33M	–	254
2021 Q1	$1.33M	Buy	+9,848	New	+$1.43M	0.39%	71

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HUB Investment Partners's TLT Position: Q1 2026 in Review

HUB Investment Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,365 shares — an estimated $206K sold.

HUB Investment Partners first reported a position in TLT in Q1 2021 and held it in 4 quarters. The position peaked at $1.33M in Q1 2021. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

HUB Investment Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
HUB Investment Partners sold 2,365 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $206K.
HUB Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
HUB Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.33M in Q1 2021.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.