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Maxi Investments CY’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Maxi Investments CY’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 		– Sell
-172,000
Closed -$15M – 141
2025
Q4 		$15M Sell
172,000
-108,950
-39% -$9.74M 2.73% 7
2025
Q3 		$25.1M Hold
280,950
– – 5.22% 2
2025
Q2 		$24.8M Buy
+280,950
New +$24.5M 4.12% 4
2025
Q1 		– Sell
-796,155
Closed -$69.5M – 167
2024
Q4 		$69.5M Buy
796,155
+185,650
+30% +$17.1M 13.41% 1
2024
Q3 		$59.9M Hold
610,505
– – 15.98% 2
2024
Q2 		$56M Hold
610,505
– – 12.58% 1
2024
Q1 		$57.8M Sell
610,505
-651,818
-52% -$61.7M 15.48% 1
2023
Q4 		$125M Sell
1,262,323
-213,553
-14% -$19.3M 35.1% 1
2023
Q3 		$131M Buy
+1,475,876
New +$142M 60.5% 1

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

Maxi Investments CY's TLT Position: Q1 2026 in Review

Maxi Investments CY sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 172,000 shares — an estimated $15M sold.

Maxi Investments CY first reported a position in TLT in Q3 2023 and held it in 9 quarters. The position peaked at $131M in Q3 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Maxi Investments CY reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Maxi Investments CY sold 172,000 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $15M.
  • Maxi Investments CY first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 9 quarters.
  • Maxi Investments CY's iShares 20+ Year Treasury Bond ETF position peaked at $131M in Q3 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Maxi Investments CY's 13F filing for Q1 2026, filed 14 May 2026.