JSSH
TLT icon

J. Safra Sarasin Holding’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J. Safra Sarasin Holding’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 		$4.27M Buy
+49,402
New +$4.24M 0.06% 173
2024
Q3 		– Sell
-110,700
Closed -$10.2M – 482
2024
Q2 		$10.2M Buy
+110,700
New +$10.1M 0.19% 105

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J. Safra Sarasin Holding's TLT Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 49,402 shares worth $4.27M. The stake represents 0.06% of the portfolio and ranks #173 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in TLT as recently as Q2 2024.

J. Safra Sarasin Holding first reported a position in TLT in Q2 2024 and has held it in 2 quarters since. The position peaked at $10.2M in Q2 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • J. Safra Sarasin Holding held 49,402 shares of iShares 20+ Year Treasury Bond ETF worth $4.27M as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new J. Safra Sarasin Holding position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #173 holding.
  • J. Safra Sarasin Holding first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • J. Safra Sarasin Holding's iShares 20+ Year Treasury Bond ETF position peaked at $10.2M in Q2 2024.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.