LP
TLT icon

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
Q1 		$43.3M Buy
500,000
+85,000
+20% +$7.47M 0.1% 116
2025
Q4 		$36.2M Sell
415,000
-65,000
-14% -$5.81M 0.07% 131
2025
Q3 		$42.9M Buy
480,000
+180,000
+60% +$15.7M 0.19% 88
2025
Q2 		$26.5M Buy
300,000
+200,000
+200% +$17.4M 0.19% 121
2025
Q1 		$9.1M Buy
+100,000
New +$8.9M 0.09% 263

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LMR Partners's TLT Position: Q1 2026 in Review

LMR Partners opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 255,000 shares worth $22.1M. The stake represents 0.05% of the portfolio and ranks #194 among its holdings. This is a return to the name: LMR Partners previously reported a position in TLT as recently as Q3 2025.

LMR Partners first reported a position in TLT in Q4 2014 and has held it in 8 quarters since. The position peaked at $28.6M in Q3 2019. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • LMR Partners held 255,000 shares of iShares 20+ Year Treasury Bond ETF worth $22.1M as of Q1 2026.
  • iShares 20+ Year Treasury Bond ETF was a new LMR Partners position in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of LMR Partners's portfolio in Q1 2026, its #194 holding.
  • LMR Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 8 quarters since.
  • LMR Partners's iShares 20+ Year Treasury Bond ETF position peaked at $28.6M in Q3 2019.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.