John Overdeck’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

John Overdeck’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	-300,400	Closed	-$26.2M	–	4925
2025 Q4	$26.2M	Buy	300,400 +290,000	+2,788%	+$25.9M	0.04%	595
2025 Q3	$929K	Buy	+10,400	New	+$910K	﹤0.01%	2627
2025 Q2	–	Sell	-4,700	Closed	-$428K	–	3541
2025 Q1	$428K	Sell	4,700 -211,400	-98%	-$18.8M	﹤0.01%	2585
2024 Q4	$18.9M	Buy	216,100 +213,200	+7,352%	+$19.6M	0.04%	498
2024 Q3	$284K	Sell	2,900 -821,100	-100%	-$79.2M	﹤0.01%	2688
2024 Q2	$75.6M	Buy	+824,000	New	+$75.1M	0.17%	137
2023 Q2	–	Sell	-155,800	Closed	-$16.6M	–	3259
2023 Q1	$16.6M	Buy	+155,800	New	+$16.3M	0.05%	419
2022 Q3	–	Sell	-37,600	Closed	-$4.32M	–	2820
2022 Q2	$4.32M	Buy	+37,600	New	+$4.43M	0.01%	839
2020 Q2	–	Sell	-9,900	Closed	-$1.63M	–	3519
2020 Q1	$1.63M	Buy	9,900 +6,400	+183%	+$954K	0.01%	1085
2019 Q4	$474K	Buy	+3,500	New	+$487K	﹤0.01%	2842

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

John Overdeck's TLT Position: Q2 2026 in Review

John Overdeck opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 224,469 shares worth $19.4M. The stake represents 0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: John Overdeck previously reported a position in TLT as recently as Q4 2025.

John Overdeck first reported a position in TLT in Q1 2016 and has held it in 18 quarters since. The position peaked at $139M in Q4 2022. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

John Overdeck held 224,469 shares of iShares 20+ Year Treasury Bond ETF worth $19.4M as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new John Overdeck position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1075 holding.
John Overdeck first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 18 quarters since.
John Overdeck's iShares 20+ Year Treasury Bond ETF position peaked at $139M in Q4 2022.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.