IIM
TLT icon

Illumine Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Illumine Investment Management’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 		$2.15M Sell
24,796
-70
-0.3% -$6.15K 1.65% 20
2025
Q4 		$2.17M Buy
24,866
+138
+0.6% +$12.3K 1.58% 20
2025
Q3 		$2.21M Buy
24,728
+295
+1% +$25.8K 1.57% 22
2025
Q2 		$2.16M Sell
24,433
-288
-1% -$25.1K 1.72% 20
2025
Q1 		$2.25M Buy
24,721
+3,780
+18% +$336K 1.84% 18
2024
Q4 		$1.83M Buy
+20,941
New +$1.93M 1.51% 22

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

Illumine Investment Management's TLT Position: Q1 2026 in Review

Illumine Investment Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.28% in Q1 2026, selling an estimated $6.15K and leaving 24,796 shares worth $2.15M. The position accounts for 1.65% of the portfolio, ranked #20.

Illumine Investment Management first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Illumine Investment Management held 24,796 shares of iShares 20+ Year Treasury Bond ETF worth $2.15M as of Q1 2026.
  • Illumine Investment Management sold 70 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $6.15K.
  • iShares 20+ Year Treasury Bond ETF made up 1.65% of Illumine Investment Management's portfolio in Q1 2026, its #20 holding.
  • Illumine Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Illumine Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.25M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Illumine Investment Management's 13F filing for Q1 2026, filed 4 May 2026.