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Lighthouse Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lighthouse Investment Partners’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 		$3.53M Sell
40,848
-18,146
-31% -$1.56M 0.1% 263
2026
Q1 		$5.11M Buy
58,994
+42,438
+256% +$3.73M 0.18% 185
2025
Q4 		$1.44M Buy
16,556
+14,281
+628% +$1.28M 0.04% 407
2025
Q3 		$203K Buy
+2,275
New +$199K 0.01% 582
2025
Q2 		– Sell
-2,499
Closed -$227K – 687
2025
Q1 		$227K Buy
+2,499
New +$222K 0.01% 441

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

Lighthouse Investment Partners's TLT Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 31% in Q2 2026, selling an estimated $1.56M and leaving 40,848 shares worth $3.53M. The position accounts for 0.1% of the portfolio, ranked #263.

Lighthouse Investment Partners first reported a position in TLT in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.11M in Q1 2026. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Lighthouse Investment Partners held 40,848 shares of iShares 20+ Year Treasury Bond ETF worth $3.53M as of Q2 2026.
  • Lighthouse Investment Partners sold 18,146 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.56M.
  • iShares 20+ Year Treasury Bond ETF made up 0.1% of Lighthouse Investment Partners's portfolio in Q2 2026, its #263 holding.
  • Lighthouse Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Lighthouse Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $5.11M in Q1 2026.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.