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

Mather 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
2026
Q1 		$415K Buy
4,787
+780
+19% +$68.6K ﹤0.01% 540
2025
Q4 		$349K Buy
4,007
+469
+13% +$41.9K ﹤0.01% 484
2025
Q3 		$316K Buy
3,538
+115
+3% +$10.1K ﹤0.01% 503
2025
Q2 		$302K Hold
3,423
– – ﹤0.01% 493
2025
Q1 		$312K Sell
3,423
-477
-12% -$42.5K ﹤0.01% 478
2024
Q4 		$341K Buy
+3,900
New +$359K ﹤0.01% 442
2024
Q3 		– Sell
-234
Closed -$22.1K – 2172
2024
Q2 		$22.1K Buy
234
+213
+1,014% +$19.4K ﹤0.01% 1245
2024
Q1 		$2.08K Buy
+21
New +$1.99K ﹤0.01% 1535
2020
Q2 		– Sell
-8,769
Closed -$1.45M – 222
2020
Q1 		$1.45M Buy
8,769
+1,720
+24% +$256K 0.1% 57
2019
Q4 		$955K Buy
+7,049
New +$981K 0.06% 66

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

Mather Group's TLT Position: Q1 2026 in Review

Mather Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 19% in Q1 2026, buying an estimated $68.6K and bringing the position to 4,787 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Mather Group first reported a position in TLT in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.45M in Q1 2020. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Mather Group held 4,787 shares of iShares 20+ Year Treasury Bond ETF worth $415K as of Q1 2026.
  • Mather Group bought 780 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $68.6K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #540 holding.
  • Mather Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 10 quarters since.
  • Mather Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.45M in Q1 2020.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.