Intrepid Family Office’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Intrepid Family Office’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	$8.67M	Hold	100,000	–	–	7.01%	3
2025 Q4	$8.72M	Hold	100,000	–	–	7.51%	3
2025 Q3	$8.94M	Buy	+100,000	New	+$8.75M	7.47%	3

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

Intrepid Family Office's TLT Position: Q1 2026 in Review

Intrepid Family Office opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 50,000 shares worth $4.33M. The stake represents 3.51% of the portfolio and ranks #13 among its holdings.

1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Intrepid Family Office held 50,000 shares of iShares 20+ Year Treasury Bond ETF worth $4.33M as of Q1 2026.
iShares 20+ Year Treasury Bond ETF was a new Intrepid Family Office position in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up 3.51% of Intrepid Family Office's portfolio in Q1 2026, its #13 holding.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Intrepid Family Office's 13F filing for Q1 2026, filed 15 May 2026.