Marshall Wace’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-139,469
| Closed | -$12.3M | – | 3677 |
|
|
2025
Q4 | $12.2M | Sell |
139,469
-835,496
| -86% | -$74.7M | 0.01% | 804 |
|
|
2025
Q3 | $87.1M | Buy |
974,965
+286,373
| +42% | +$25M | 0.09% | 196 |
|
|
2025
Q2 | $60.8M | Buy |
688,592
+475,974
| +224% | +$41.5M | 0.07% | 254 |
|
|
2025
Q1 | $19.4M | Buy |
212,618
+128,382
| +152% | +$11.4M | 0.02% | 525 |
|
|
2024
Q4 | $7.36M | Buy |
84,236
+50,900
| +153% | +$4.68M | 0.01% | 908 |
|
|
2024
Q3 | $3.27M | Sell |
33,336
-8,331
| -20% | -$803K | ﹤0.01% | 1164 |
|
|
2024
Q2 | $3.82M | Sell |
41,667
-63,075
| -60% | -$5.75M | 0.01% | 1115 |
|
|
2024
Q1 | $9.91M | Sell |
104,742
-108,294
| -51% | -$10.2M | 0.02% | 752 |
|
|
2023
Q4 | $21.1M | Sell |
213,036
-23,520
| -10% | -$2.13M | 0.04% | 471 |
|
|
2023
Q3 | $21M | Buy |
236,556
+31,405
| +15% | +$3.02M | 0.04% | 421 |
|
|
2023
Q2 | $21.1M | Sell |
205,151
-163,300
| -44% | -$16.9M | 0.04% | 464 |
|
|
2023
Q1 | $39.2M | Buy |
368,451
+169,900
| +86% | +$17.8M | 0.08% | 267 |
|
|
2022
Q4 | $19.8M | Buy |
+198,551
| New | +$20M | 0.04% | 454 |
|
|
2022
Q3 | – | Sell |
-40,283
| Closed | -$4.54M | – | 3792 |
|
|
2022
Q2 | $4.63M | Buy |
+40,283
| New | +$4.74M | 0.01% | 1402 |
|
|
2022
Q1 | – | Sell |
-85,830
| Closed | -$11.8M | – | 4018 |
|
|
2021
Q4 | $12.7M | Buy |
85,830
+45,098
| +111% | +$6.65M | 0.02% | 704 |
|
|
2021
Q3 | $5.88M | Sell |
40,732
-65,999
| -62% | -$9.8M | 0.02% | 852 |
|
|
2021
Q2 | $15.4M | Buy |
+106,731
| New | +$14.9M | 0.07% | 312 |
|
|
2021
Q1 | – | Sell |
-2,526
| Closed | -$366K | – | 2857 |
|
|
2020
Q4 | $398K | Sell |
2,526
-71,771
| -97% | -$11.4M | ﹤0.01% | 1573 |
|
|
2020
Q3 | $12.1M | Buy |
+74,297
| New | +$12.3M | 0.08% | 251 |
|
|
2020
Q2 | – | Sell |
-5,766
| Closed | -$949K | – | 1938 |
|
|
2020
Q1 | $951K | Sell |
5,766
-22,450
| -80% | -$3.35M | 0.01% | 814 |
|
|
2019
Q4 | $3.82M | Sell |
28,216
-218,363
| -89% | -$30.4M | 0.03% | 617 |
|
|
2019
Q3 | $35.3M | Buy |
246,579
+160,561
| +187% | +$22.3M | 0.28% | 74 |
|
|
2019
Q2 | $11.4M | Buy |
86,018
+36,362
| +73% | +$4.62M | 0.09% | 247 |
|
|
2019
Q1 | $6.28M | Sell |
49,656
-29,577
| -37% | -$3.6M | 0.06% | 399 |
|
|
2018
Q4 | $9.63M | Buy |
79,233
+66,945
| +545% | +$7.75M | 0.1% | 253 |
|
|
2018
Q3 | $1.44M | Buy |
+12,288
| New | +$1.48M | 0.01% | 742 |
|
Other funds holding TLT
Marshall Wace's TLT Position: Q1 2026 in Review
Marshall Wace sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 139,469 shares — an estimated $12.3M sold.
Marshall Wace first reported a position in TLT in Q3 2018 and held it in 26 quarters. The position peaked at $87.1M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Marshall Wace reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
- Marshall Wace sold 139,469 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $12.3M.
- Marshall Wace first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2018 and held it in 26 quarters.
- Marshall Wace's iShares 20+ Year Treasury Bond ETF position peaked at $87.1M in Q3 2025.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.