MML Investors Services
TLT icon

MML Investors Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MML Investors Services’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 		$22.6M Sell
260,167
-75,478
-22% -$6.64M 0.06% 299
2025
Q4 		$29.3M Sell
335,645
-48,713
-13% -$4.36M 0.07% 265
2025
Q3 		$34.4M Sell
384,358
-66,797
-15% -$5.84M 0.09% 210
2025
Q2 		$39.8M Sell
451,155
-31,193
-6% -$2.72M 0.11% 185
2025
Q1 		$43.9M Sell
482,348
-323,943
-40% -$28.8M 0.15% 154
2024
Q4 		$70.4M Sell
806,291
-18,459
-2% -$1.7M 0.24% 78
2024
Q3 		$80.9M Buy
824,750
+99,422
+14% +$9.59M 0.29% 65
2024
Q2 		$66.6M Sell
725,328
-30,258
-4% -$2.76M 0.27% 69
2024
Q1 		$71.5M Sell
755,586
-251,746
-25% -$23.8M 0.29% 60
2023
Q4 		$99.6M Sell
1,007,332
-41,329
-4% -$3.73M 0.46% 32
2023
Q3 		$93M Buy
1,048,661
+459,047
+78% +$44.1M 0.51% 31
2023
Q2 		$60.7M Buy
589,614
+51,114
+9% +$5.3M 0.33% 55
2023
Q1 		$57.3M Buy
538,500
+59,777
+12% +$6.25M 0.41% 46
2022
Q4 		$47.7M Buy
478,723
+123,662
+35% +$12.5M 0.31% 61
2022
Q3 		$36.4M Buy
355,061
+143,796
+68% +$16.2M 0.28% 72
2022
Q2 		$24.3M Buy
211,265
+56,920
+37% +$6.7M 0.18% 118
2022
Q1 		$20.4M Sell
154,345
-16,252
-10% -$2.24M 0.14% 153
2021
Q4 		$25.3M Sell
170,597
-11,943
-7% -$1.76M 0.18% 121
2021
Q3 		$26.3M Buy
182,540
+25,254
+16% +$3.75M 0.21% 102
2021
Q2 		$22.7M Sell
157,286
-53,328
-25% -$7.44M 0.19% 120
2021
Q1 		$28.5M Sell
210,614
-36,352
-15% -$5.27M 0.27% 78
2020
Q4 		$39M Sell
246,966
-4,856
-2% -$771K 0.42% 47
2020
Q3 		$41.1M Buy
251,822
+75,480
+43% +$12.5M 0.52% 42
2020
Q2 		$28.9M Buy
176,342
+3,937
+2% +$648K 0.39% 58
2020
Q1 		$28.4M Sell
172,405
-31,893
-16% -$4.75M 0.49% 41
2019
Q4 		$27.7M Buy
204,298
+40,666
+25% +$5.66M 0.4% 50
2019
Q3 		$23.4M Buy
163,632
+42,400
+35% +$5.89M 0.38% 52
2019
Q2 		$16.1M Sell
121,232
-442
-0.4% -$56.1K 0.23% 112
2019
Q1 		$15.4M Buy
121,674
+69,828
+135% +$8.49M 0.24% 109
2018
Q4 		$6.3M Buy
51,846
+22,262
+75% +$2.58M 0.11% 199
2018
Q3 		$3.47M Sell
29,584
-21,995
-43% -$2.64M 0.06% 296
2018
Q2 		$6.28M Sell
51,579
-321
-0.6% -$38.4K 0.14% 166
2018
Q1 		$6.33M Sell
51,900
-86,666
-63% -$10.5M 0.13% 167
2017
Q4 		$17.6M Buy
138,566
+12,758
+10% +$1.6M 0.33% 77
2017
Q3 		$15.7M Sell
125,808
-16,693
-12% -$2.1M 0.32% 77
2017
Q2 		$17.8M Buy
+142,501
New +$17.6M 0.34% 77

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

MML Investors Services's TLT Position: Q1 2026 in Review

MML Investors Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q1 2026, selling an estimated $6.64M and leaving 260,167 shares worth $22.6M. The position accounts for 0.06% of the portfolio, ranked #299.

MML Investors Services first reported a position in TLT in Q2 2017 and has held it in 36 quarters since. The position peaked at $99.6M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • MML Investors Services held 260,167 shares of iShares 20+ Year Treasury Bond ETF worth $22.6M as of Q1 2026.
  • MML Investors Services sold 75,478 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $6.64M.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of MML Investors Services's portfolio in Q1 2026, its #299 holding.
  • MML Investors Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares 20+ Year Treasury Bond ETF position peaked at $99.6M in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.