Marshall Wace
TLT icon

Marshall Wace’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Marshall Wace’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 		$9.33M Buy
107,600
+44,800
+71% +$3.94M 0.01% 1012
2025
Q4 		$5.47M Sell
62,800
-118,800
-65% -$10.6M 0.01% 1111
2025
Q3 		$16.2M Buy
181,600
+10,300
+6% +$901K 0.02% 746
2025
Q2 		$15.1M Sell
171,300
-752,300
-81% -$65.6M 0.02% 683
2025
Q1 		$84.1M Buy
923,600
+401,200
+77% +$35.7M 0.11% 169
2024
Q4 		$45.6M Buy
522,400
+7,000
+1% +$644K 0.05% 306
2024
Q3 		$50.6M Buy
515,400
+443,100
+613% +$42.7M 0.06% 275
2024
Q2 		$6.64M Sell
72,300
-657,800
-90% -$59.9M 0.01% 892
2024
Q1 		$66.3M Buy
730,100
+641,400
+723% +$60.7M 0.1% 197
2023
Q4 		$8.77M Sell
88,700
-433,600
-83% -$39.2M 0.01% 726
2023
Q3 		$46.3M Buy
522,300
+498,100
+2,058% +$47.9M 0.09% 221
2023
Q2 		$2.49M Buy
24,200
+1,200
+5% +$124K ﹤0.01% 1297
2023
Q1 		$2.45M Sell
23,000
-831,400
-97% -$87M 0.01% 1344
2022
Q4 		$85.1M Sell
854,400
-593,300
-41% -$59.8M 0.19% 105
2022
Q3 		$148M Buy
1,447,700
+183,900
+15% +$20.7M 0.33% 49
2022
Q2 		$145M Sell
1,263,800
-1,200
-0.1% -$141K 0.3% 64
2022
Q1 		$167M Buy
1,265,000
+533,400
+73% +$73.6M 0.32% 54
2021
Q4 		$108M Sell
731,600
-103,200
-12% -$15.2M 0.2% 91
2021
Q3 		$120M Buy
834,800
+607,900
+268% +$90.3M 0.5% 20
2021
Q2 		$32.8M Buy
+226,900
New +$31.7M 0.15% 140
2020
Q4 		– Sell
-304,900
Closed -$48.2M – 2171
2020
Q3 		$48.2M Sell
304,900
-134,800
-31% -$22.4M 0.31% 69
2020
Q2 		$72.8M Buy
+439,700
New +$72.4M 0.51% 36
2020
Q1 		– Sell
-260,000
Closed -$37.4M – 2058
2019
Q4 		$37.4M Buy
260,000
+148,900
+134% +$20.7M 0.26% 93
2019
Q3 		$15.2M Sell
111,100
-129,200
-54% -$18M 0.12% 200
2019
Q2 		$34.2M Buy
240,300
+205,900
+599% +$26.1M 0.28% 70
2019
Q1 		$4.43M Buy
+34,400
New +$4.18M 0.04% 503

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

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.