Insight 2811 Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.5M | Buy |
271,172
+14,885
| +6% | +$1.31M | 9.83% | 2 |
|
|
2025
Q4 | $22.3M | Sell |
256,287
-3,966
| -2% | -$355K | 9.85% | 2 |
|
|
2025
Q3 | $23.3M | Buy |
260,253
+6,101
| +2% | +$534K | 10.37% | 2 |
|
|
2025
Q2 | $22.4M | Buy |
254,152
+9,901
| +4% | +$863K | 10.62% | 2 |
|
|
2025
Q1 | $22.2M | Sell |
244,251
-12,085
| -5% | -$1.08M | 11.27% | 2 |
|
|
2024
Q4 | $22.4M | Buy |
256,336
+63,613
| +33% | +$5.85M | 11.53% | 2 |
|
|
2024
Q3 | $18.9M | Buy |
192,723
+138,577
| +256% | +$13.4M | 9.41% | 3 |
|
|
2024
Q2 | $4.97M | Sell |
54,146
-1,657
| -3% | -$151K | 2.58% | 9 |
|
|
2024
Q1 | $5.28M | Buy |
55,803
+84
| +0.2% | +$7.95K | 2.71% | 9 |
|
|
2023
Q4 | $5.51M | Buy |
+55,719
| New | +$5.03M | 3% | 9 |
|
|
2023
Q3 | – | Sell |
-3,989
| Closed | -$411K | – | 98 |
|
|
2023
Q2 | $411K | Sell |
3,989
-1,752
| -31% | -$182K | 0.22% | 53 |
|
|
2023
Q1 | $611K | Sell |
5,741
-3,717
| -39% | -$389K | 0.38% | 31 |
|
|
2022
Q4 | $942K | Buy |
9,458
+2,765
| +41% | +$279K | 0.58% | 21 |
|
|
2022
Q3 | $686K | Sell |
6,693
-2,433
| -27% | -$274K | 0.46% | 23 |
|
|
2022
Q2 | $1.05M | Sell |
9,126
-5,395
| -37% | -$635K | 0.68% | 14 |
|
|
2022
Q1 | $1.92M | Sell |
14,521
-2,313
| -14% | -$319K | 1.14% | 11 |
|
|
2021
Q4 | $2.5M | Buy |
16,834
+4,170
| +33% | +$615K | 1.42% | 8 |
|
|
2021
Q3 | $1.83M | Buy |
12,664
+2,743
| +28% | +$407K | 1.08% | 10 |
|
|
2021
Q2 | $1.43M | Buy |
9,921
+5,587
| +129% | +$779K | 0.81% | 14 |
|
|
2021
Q1 | $587K | Sell |
4,334
-36,778
| -89% | -$5.33M | 0.34% | 30 |
|
|
2020
Q4 | $6.49M | Buy |
41,112
+4,472
| +12% | +$710K | 3.82% | 6 |
|
|
2020
Q3 | $5.98M | Buy |
36,640
+1,239
| +3% | +$205K | 3.72% | 6 |
|
|
2020
Q2 | $5.92M | Buy |
35,401
+732
| +2% | +$121K | 3.91% | 5 |
|
|
2020
Q1 | $5.72M | Sell |
34,669
-115,629
| -77% | -$17.2M | 4.19% | 4 |
|
|
2019
Q4 | $20.4M | Buy |
150,298
+4,952
| +3% | +$689K | 13.37% | 2 |
|
|
2019
Q3 | $20.8M | Buy |
145,346
+7,133
| +5% | +$991K | 14.74% | 2 |
|
|
2019
Q2 | $18.6M | Buy |
138,213
+7,591
| +6% | +$964K | 13.36% | 2 |
|
|
2019
Q1 | $16.5M | Buy |
+130,622
| New | +$15.9M | 12.66% | 2 |
|
|
2016
Q1 | – | Sell |
-312,814
| Closed | -$37.7M | – | 118 |
|
|
2015
Q4 | $37.7M | Sell |
312,814
-19,298
| -6% | -$2.35M | 17.89% | 2 |
|
|
2015
Q3 | $41M | Buy |
+332,112
| New | +$40.3M | 23.89% | 1 |
|
|
2015
Q1 | – | Sell |
-62,917
| Closed | -$7.92M | – | 127 |
|
|
2014
Q4 | $7.92M | Buy |
+62,917
| New | +$7.63M | 3.87% | 4 |
|
Other funds holding TLT
Insight 2811 Inc's TLT Position: Q1 2026 in Review
Insight 2811 Inc increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.8% in Q1 2026, buying an estimated $1.31M and bringing the position to 271,172 shares worth $23.5M. The position accounts for 9.83% of the portfolio, ranked #2.
Insight 2811 Inc first reported a position in TLT in Q4 2014 and has held it in 31 quarters since. The position peaked at $41M in Q3 2015. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Insight 2811 Inc held 271,172 shares of iShares 20+ Year Treasury Bond ETF worth $23.5M as of Q1 2026.
- Insight 2811 Inc bought 14,885 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.31M.
- iShares 20+ Year Treasury Bond ETF made up 9.83% of Insight 2811 Inc's portfolio in Q1 2026, its #2 holding.
- Insight 2811 Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 31 quarters since.
- Insight 2811 Inc's iShares 20+ Year Treasury Bond ETF position peaked at $41M in Q3 2015.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.