Morgan Stanley’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Morgan Stanley’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	$968M	Sell	11,164,372 -8,022,614	-42%	-$705M	0.06%	300
2025 Q4	$1.67B	Buy	19,186,986 +4,577,906	+31%	+$409M	0.1%	175
2025 Q3	$1.31B	Buy	14,609,080 +1,870,319	+15%	+$164M	0.08%	218
2025 Q2	$1.12B	Sell	12,738,761 -6,122,527	-32%	-$534M	0.07%	240
2025 Q1	$1.72B	Sell	18,861,288 -1,797,755	-9%	-$160M	0.12%	149
2024 Q4	$1.8B	Sell	20,659,043 -18,492,499	-47%	-$1.7B	0.13%	142
2024 Q3	$3.84B	Sell	39,151,542 -4,328,272	-10%	-$417M	0.28%	58
2024 Q2	$3.99B	Sell	43,479,814 -3,197,641	-7%	-$291M	0.31%	53
2024 Q1	$4.42B	Sell	46,677,455 -30,242,931	-39%	-$2.86B	0.35%	45
2023 Q4	$7.61B	Buy	76,920,386 +37,456,009	+95%	+$3.38B	0.34%	54
2023 Q3	$3.5B	Buy	39,464,377 +6,505,853	+20%	+$625M	0.36%	46
2023 Q2	$3.39B	Buy	32,958,524 +5,152,572	+19%	+$534M	0.33%	50
2023 Q1	$2.96B	Sell	27,805,952 -1,004,073	-3%	-$105M	0.32%	57
2022 Q4	$2.87B	Buy	28,810,025 +4,771,084	+20%	+$481M	0.33%	55
2022 Q3	$2.46B	Buy	24,038,941 +2,217,125	+10%	+$250M	0.34%	56
2022 Q2	$2.51B	Buy	21,821,816 +2,837,656	+15%	+$334M	0.33%	58
2022 Q1	$2.51B	Buy	18,984,160 +13,484,255	+245%	+$1.86B	0.34%	60
2021 Q4	$815M	Sell	5,499,905 -109,265	-2%	-$16.1M	0.1%	202
2021 Q3	$810M	Buy	5,609,170 +1,912,864	+52%	+$284M	0.11%	186
2021 Q2	$534M	Buy	3,696,306 +190,768	+5%	+$26.6M	0.07%	254
2021 Q1	$475M	Buy	3,505,538 +425,244	+14%	+$61.6M	0.07%	257
2020 Q4	$486M	Sell	3,080,294 -1,236,227	-29%	-$196M	0.08%	237
2020 Q3	$705M	Buy	4,316,521 +295,792	+7%	+$49.1M	0.14%	162
2020 Q2	$659M	Buy	4,020,729 +434,110	+12%	+$71.5M	0.15%	154
2020 Q1	$592M	Sell	3,586,619 -1,572,218	-30%	-$234M	0.16%	137
2019 Q4	$699M	Sell	5,158,837 -1,429,961	-22%	-$199M	0.16%	129
2019 Q3	$943M	Sell	6,588,798 -3,883,172	-37%	-$540M	0.25%	91
2019 Q2	$1.39B	Buy	10,471,970 +7,012,365	+203%	+$891M	0.37%	52
2019 Q1	$437M	Sell	3,459,605 -292,521	-8%	-$35.6M	0.12%	173
2018 Q4	$456M	Sell	3,752,126 -429,420	-10%	-$49.7M	0.14%	160
2018 Q3	$490M	Sell	4,181,546 -1,303,982	-24%	-$157M	0.12%	168
2018 Q2	$668M	Buy	5,485,528 +3,454,493	+170%	+$413M	0.18%	122
2018 Q1	$248M	Sell	2,031,035 -1,271,732	-39%	-$154M	0.07%	280
2017 Q4	$419M	Buy	3,302,767 +228,428	+7%	+$28.7M	0.11%	181
2017 Q3	$384M	Sell	3,074,339 -1,263,874	-29%	-$159M	0.11%	187
2017 Q2	$543M	Buy	4,338,213 +2,116,451	+95%	+$262M	0.16%	142
2017 Q1	$268M	Buy	2,221,762 +627,914	+39%	+$75.4M	0.08%	254
2016 Q4	$190M	Sell	1,593,848 -521,818	-25%	-$65.4M	0.06%	324
2016 Q3	$291M	Sell	2,115,666 -1,321,515	-38%	-$183M	0.1%	222
2016 Q2	$477M	Buy	3,437,181 +316,578	+10%	+$41.8M	0.17%	136
2016 Q1	$408M	Sell	3,120,603 -788,449	-20%	-$101M	0.16%	150
2015 Q4	$471M	Sell	3,909,052 -1,123,076	-22%	-$137M	0.17%	140
2015 Q3	$622M	Buy	5,032,128 +415,738	+9%	+$50.5M	0.23%	91
2015 Q2	$542M	Sell	4,616,390 -1,046,536	-18%	-$128M	0.19%	127
2015 Q1	$740M	Sell	5,662,926 -1,421,401	-20%	-$186M	0.27%	69
2014 Q4	$892M	Buy	7,084,327 +1,206,060	+21%	+$146M	0.33%	49
2014 Q3	$683M	Buy	5,878,267 +733,441	+14%	+$84.4M	0.26%	73
2014 Q2	$584M	Buy	5,144,826 +771,897	+18%	+$86.1M	0.23%	82
2014 Q1	$477M	Buy	4,372,929 +187,785	+4%	+$20M	0.2%	105
2013 Q4	$426M	Sell	4,185,144 -304,635	-7%	-$31.9M	0.18%	130
2013 Q3	$478M	Buy	4,489,779 +214,816	+5%	+$22.8M	0.23%	93
2013 Q2	$472M	Buy	+4,274,963	New	+$502M	0.24%	89

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's TLT Position: Q1 2026 in Review

Morgan Stanley reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 42% in Q1 2026, selling an estimated $705M and leaving 11,164,372 shares worth $968M. The position accounts for 0.06% of the portfolio, ranked #300.

Morgan Stanley first reported a position in TLT in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.61B in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Morgan Stanley held 11,164,372 shares of iShares 20+ Year Treasury Bond ETF worth $968M as of Q1 2026.
Morgan Stanley sold 8,022,614 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $705M.
iShares 20+ Year Treasury Bond ETF made up 0.06% of Morgan Stanley's portfolio in Q1 2026, its #300 holding.
Morgan Stanley first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's iShares 20+ Year Treasury Bond ETF position peaked at $7.61B in Q4 2023.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.