IC
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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
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
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

IEQ Capital's TLT Position: Q1 2026 in Review

IEQ Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 5,251 shares — an estimated $458K sold.

IEQ Capital first reported a position in TLT in Q4 2023 and held it in 6 quarters. The position peaked at $45.8M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • IEQ Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 5,251 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $458K.
  • IEQ Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • IEQ Capital's iShares 20+ Year Treasury Bond ETF position peaked at $45.8M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.