Mariner Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mariner Investment Group’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
2018 Q1	–	Sell	-20,000	Closed	-$2K	–	82
2017 Q4	$2K	Buy	+20,000	New	+$2.51M	﹤0.01%	95
2015 Q3	–	Sell	-327,800	Closed	-$737K	–	233
2015 Q2	$737K	Buy	+327,800	New	+$40.2M	0.19%	119
2014 Q4	–	Sell	-50,000	Closed	-$28K	–	298
2014 Q3	$28K	Sell	50,000 -6,000	-11%	-$690K	0.01%	211
2014 Q2	$120K	Buy	+56,000	New	+$6.25M	0.02%	199
2014 Q1	–	Sell	-162,300	Closed	-$655K	–	349
2013 Q4	$655K	Sell	162,300 -89,700	-36%	-$9.39M	0.1%	153
2013 Q3	$289K	Buy	252,000 +186,300	+284%	+$19.7M	0.07%	129
2013 Q2	$99K	Buy	+65,700	New	+$7.72M	0.04%	144

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Investment Group's TLT Position: Q2 2025 in Review

Mariner Investment Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 41,000 shares — an estimated $3.57M sold.

Mariner Investment Group first reported a position in TLT in Q3 2013 and held it in 6 quarters. The position peaked at $9.84M in Q4 2013. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Mariner Investment Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Mariner Investment Group sold 41,000 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $3.57M.
Mariner Investment Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2013 and held it in 6 quarters.
Mariner Investment Group's iShares 20+ Year Treasury Bond ETF position peaked at $9.84M in Q4 2013.
1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Mariner Investment Group's 13F filing for Q2 2025, filed 16 Jul 2025.