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Moors & Cabot’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Moors & Cabot’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
2024
Q1 		– Sell
-100
Closed -$1.48K – 963
2023
Q4 		$1.48K Buy
+100
New +$9.04K ﹤0.01% 848

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

Moors & Cabot's TLT Position: Q1 2026 in Review

Moors & Cabot increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q1 2026, buying an estimated $10.6K and bringing the position to 11,294 shares worth $979K. The position accounts for 0.04% of the portfolio, ranked #374.

Moors & Cabot first reported a position in TLT in Q1 2016 and has held it in 32 quarters since. The position peaked at $4.18M in Q1 2016. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Moors & Cabot held 11,294 shares of iShares 20+ Year Treasury Bond ETF worth $979K as of Q1 2026.
  • Moors & Cabot bought 120 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $10.6K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Moors & Cabot's portfolio in Q1 2026, its #374 holding.
  • Moors & Cabot first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 32 quarters since.
  • Moors & Cabot's iShares 20+ Year Treasury Bond ETF position peaked at $4.18M in Q1 2016.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.