Matthew Hamilton Rosenberg’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Matthew Hamilton Rosenberg’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 Q2	$8.56K	Hold	99	–	–	﹤0.01%	647
2026 Q1	$8.58K	Hold	99	–	–	﹤0.01%	637
2025 Q4	$8.63K	Hold	99	–	–	﹤0.01%	649
2025 Q3	$8.85K	Hold	99	–	–	﹤0.01%	648
2025 Q2	$8.74K	Hold	99	–	–	﹤0.01%	675
2025 Q1	$9.01K	Hold	99	–	–	﹤0.01%	649
2024 Q4	$8.65K	Sell	99 -258	-72%	-$23.7K	﹤0.01%	644
2024 Q3	$35K	Hold	357	–	–	0.01%	484
2024 Q2	$32.1K	Hold	357	–	–	0.01%	475
2024 Q1	$33K	Hold	357	–	–	0.01%	478
2023 Q4	$35.3K	Buy	357 +353	+8,825%	+$31.9K	0.01%	475
2023 Q3	$355	Hold	4	–	–	﹤0.01%	836
2023 Q2	$412	Buy	+4	New	+$415	﹤0.01%	851
2022 Q2	–	Sell	-21	Closed	-$3K	–	815
2022 Q1	$3K	Buy	+21	New	+$2.9K	﹤0.01%	707

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Matthew Hamilton Rosenberg's TLT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 99 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Matthew Hamilton Rosenberg first reported a position in TLT in Q1 2022 and has held it in 14 quarters since. The position peaked at $35.3K in Q4 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Matthew Hamilton Rosenberg held 99 shares of iShares 20+ Year Treasury Bond ETF worth $8.56K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #647 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
Matthew Hamilton Rosenberg's iShares 20+ Year Treasury Bond ETF position peaked at $35.3K in Q4 2023.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.