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 Q3	$7.7K	Hold	99	–	–	﹤0.01%	670
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Matthew Hamilton Rosenberg's TLT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 99 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Matthew Hamilton Rosenberg first reported a position in TLT in Q1 2022 and has held it in 15 quarters since. The position peaked at $35.3K in Q4 2023. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Matthew Hamilton Rosenberg held 99 shares of iShares 20+ Year Treasury Bond ETF worth $7.7K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #670 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 15 quarters since.
Matthew Hamilton Rosenberg's iShares 20+ Year Treasury Bond ETF position peaked at $35.3K in Q4 2023.
407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.