Loomis, Sayles & Company
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Loomis, Sayles & Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Loomis, Sayles & Company’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
-16,261
Closed -$1.42M – 764
2025
Q4 		$1.42M Buy
16,261
+16,099
+9,938% +$1.44M ﹤0.01% 472
2025
Q3 		$14.5K Sell
162
-348
-68% -$30.4K ﹤0.01% 694
2025
Q2 		$45K Buy
510
+394
+340% +$34.4K ﹤0.01% 624
2025
Q1 		$11K Sell
116
-26,956
-100% -$2.4M ﹤0.01% 711
2024
Q4 		$2.36M Buy
27,072
+26,025
+2,486% +$2.4M ﹤0.01% 442
2024
Q3 		$103K Buy
1,047
+632
+152% +$60.9K ﹤0.01% 545
2024
Q2 		$38K Sell
415
-707
-63% -$64.4K ﹤0.01% 654
2024
Q1 		$106K Sell
1,122
-31,256
-97% -$2.96M ﹤0.01% 536
2023
Q4 		$3.2M Buy
32,378
+32,002
+8,511% +$2.89M ﹤0.01% 424
2023
Q3 		$33K Sell
376
-128
-25% -$12.3K ﹤0.01% 655
2023
Q2 		$52K Buy
+504
New +$52.3K ﹤0.01% 607
2023
Q1 		– Sell
-20,348
Closed -$2.03M – 1025
2022
Q4 		$2.03M Buy
20,348
+18,847
+1,256% +$1.9M ﹤0.01% 417
2022
Q3 		$154K Sell
1,501
-2,288
-60% -$258K ﹤0.01% 494
2022
Q2 		$435K Buy
+3,789
New +$446K ﹤0.01% 454
2022
Q1 		– Sell
-1,403
Closed -$208K – 1050
2021
Q4 		$208K Buy
1,403
+1,234
+730% +$182K ﹤0.01% 552
2021
Q3 		$24K Buy
+169
New +$25.1K ﹤0.01% 665
2021
Q1 		– Sell
-92
Closed -$15K – 893
2020
Q4 		$15K Buy
+92
New +$14.6K ﹤0.01% 656

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loomis, Sayles & Company's TLT Position: Q1 2026 in Review

Loomis, Sayles & Company sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 16,261 shares — an estimated $1.42M sold.

Loomis, Sayles & Company first reported a position in TLT in Q4 2020 and held it in 17 quarters. The position peaked at $3.2M in Q4 2023. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Loomis, Sayles & Company reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 16,261 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.42M.
  • Loomis, Sayles & Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 17 quarters.
  • Loomis, Sayles & Company's iShares 20+ Year Treasury Bond ETF position peaked at $3.2M in Q4 2023.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.