IEQ Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

IEQ Capital’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	$527K	Buy	+6,101	New	+$524K	﹤0.01%	1376
2026 Q1	–	Sell	-5,251	Closed	-$458K	–	2079
2025 Q4	$458K	Sell	5,251 -520	-9%	-$46.5K	﹤0.01%	1376
2025 Q3	$516K	Buy	+5,771	New	+$505K	﹤0.01%	1280
2025 Q2	–	Sell	-503,662	Closed	-$45.8M	–	1995
2025 Q1	$45.8M	Buy	+503,662	New	+$44.8M	0.36%	37
2024 Q3	–	Sell	-6,082	Closed	-$558K	–	1196
2024 Q2	$558K	Buy	6,082 +3,591	+144%	+$327K	0.01%	612
2024 Q1	$236K	Sell	2,491 -912	-27%	-$86.3K	﹤0.01%	837
2023 Q4	$336K	Buy	+3,403	New	+$307K	0.01%	700

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital's TLT Position: Q2 2026 in Review

IEQ Capital opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 6,101 shares worth $527K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings. This is a return to the name: IEQ Capital previously reported a position in TLT as recently as Q4 2025.

IEQ Capital first reported a position in TLT in Q4 2023 and has held it in 7 quarters since. The position peaked at $45.8M in Q1 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

IEQ Capital held 6,101 shares of iShares 20+ Year Treasury Bond ETF worth $527K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new IEQ Capital position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1376 holding.
IEQ Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
IEQ Capital's iShares 20+ Year Treasury Bond ETF position peaked at $45.8M in Q1 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.