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

LMR 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	–	Sell	-255,000	Closed	-$21.9M	–	1778
2026 Q1	$22.1M	Buy	+255,000	New	+$22.4M	0.05%	194
2025 Q4	–	Sell	-10,367	Closed	-$927K	–	1732
2025 Q3	$926K	Sell	10,367 -43,079	-81%	-$3.77M	﹤0.01%	957
2025 Q2	$4.72M	Buy	+53,446	New	+$4.66M	0.03%	457
2024 Q4	–	Sell	-4,245	Closed	-$416K	–	1599
2024 Q3	$416K	Sell	4,245 -120,000	-97%	-$11.6M	﹤0.01%	861
2024 Q2	$11.4M	Buy	124,245 +120,000	+2,827%	+$10.9M	0.1%	187
2024 Q1	$402K	Buy	+4,245	New	+$402K	﹤0.01%	793
2019 Q4	–	Sell	-200,000	Closed	-$28.6M	–	546
2019 Q3	$28.6M	Buy	+200,000	New	+$27.8M	1.42%	19
2015 Q1	–	Sell	-80,000	Closed	-$10.1M	–	447
2014 Q4	$10.1M	Buy	+80,000	New	+$9.7M	1.32%	14

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

LMR Partners's TLT Position: Q2 2026 in Review

LMR Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 255,000 shares — an estimated $21.9M sold.

LMR Partners first reported a position in TLT in Q4 2014 and held it in 8 quarters. The position peaked at $28.6M in Q3 2019. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

LMR Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 255,000 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $21.9M.
LMR Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and held it in 8 quarters.
LMR Partners's iShares 20+ Year Treasury Bond ETF position peaked at $28.6M in Q3 2019.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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