Ken Fisher
TLT icon

Ken Fisher’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ken Fisher’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
Q3 		$4.61B Buy
59,221,357
+59,177,063
+133,601% +$4.88B 1.32% 22
2026
Q2 		$3.83M Sell
44,294
-1,586
-3% -$136K ﹤0.01% 493
2026
Q1 		$3.98M Sell
45,880
-8,050
-15% -$708K ﹤0.01% 487
2025
Q4 		$4.7M Sell
53,930
-74,820
-58% -$6.69M ﹤0.01% 472
2025
Q3 		$11.5M Sell
128,750
-9,375
-7% -$820K ﹤0.01% 388
2025
Q2 		$12.2M Sell
138,125
-21,051
-13% -$1.84M ﹤0.01% 384
2025
Q1 		$14.5M Sell
159,176
-5,137
-3% -$457K 0.01% 363
2024
Q4 		$14.3M Sell
164,313
-22,461
-12% -$2.07M 0.01% 390
2024
Q3 		$18.3M Sell
186,774
-32,448
-15% -$3.13M 0.01% 351
2024
Q2 		$20.1M Sell
219,222
-6,045
-3% -$551K 0.01% 336
2024
Q1 		$21.3M Sell
225,267
-6,011
-3% -$569K 0.01% 330
2023
Q4 		$22.9M Buy
231,278
+58,834
+34% +$5.32M 0.01% 312
2023
Q3 		$15.3M Sell
172,444
-2,514
-1% -$242K 0.01% 379
2023
Q2 		$18M Sell
174,958
-10,700
-6% -$1.11M 0.01% 385
2023
Q1 		$19.7M Sell
185,658
-110,590
-37% -$11.6M 0.01% 366
2022
Q4 		$29.5M Sell
296,248
-4,839,509
-94% -$488M 0.02% 305
2022
Q3 		$526M Buy
5,135,757
+5,052,206
+6,047% +$569M 0.39% 75
2022
Q2 		$9.6M Buy
83,551
+66,436
+388% +$7.82M 0.01% 362
2022
Q1 		$2.26M Buy
17,115
+14,538
+564% +$2.01M ﹤0.01% 535
2021
Q4 		$382K Buy
+2,577
New +$380K ﹤0.01% 808
2020
Q2 		– Sell
-1,269
Closed -$209K – 857
2020
Q1 		$209K Buy
+1,269
New +$189K ﹤0.01% 727
2015
Q3 		– Sell
-3,898
Closed -$458K – 692
2015
Q2 		$458K Buy
+3,898
New +$478K ﹤0.01% 458

Other funds holding TLT

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Ken Fisher's TLT Position: Q3 2026 in Review

Ken Fisher increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 133,601% in Q3 2026, buying an estimated $4.88B and bringing the position to 59,221,357 shares worth $4.61B. The position accounts for 1.32% of the portfolio, ranked #22.

Ken Fisher first reported a position in TLT in Q2 2015 and has held it in 22 quarters since. 674 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Ken Fisher held 59,221,357 shares of iShares 20+ Year Treasury Bond ETF worth $4.61B as of Q3 2026.
  • Ken Fisher bought 59,177,063 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $4.88B.
  • iShares 20+ Year Treasury Bond ETF made up 1.32% of Ken Fisher's portfolio in Q3 2026, its #22 holding.
  • Ken Fisher first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and has held it in 22 quarters since.
  • 674 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Fisher Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.