Morse Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Morse Asset Management’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 Q2	–	Sell	-21	Closed	-$1.82K	–	446
2026 Q1	$1.82K	Sell	21 -15,072	-100%	-$1.33M	﹤0.01%	362
2025 Q4	$1.32M	Sell	15,093 -2,200	-13%	-$197K	0.26%	80
2025 Q3	$1.55M	Buy	17,293 +1,817	+12%	+$159K	0.31%	78
2025 Q2	$1.37M	Buy	15,476 +1,701	+12%	+$148K	0.3%	71
2025 Q1	$1.25M	Sell	13,775 -12,340	-47%	-$1.1M	0.32%	69
2024 Q4	$2.28M	Sell	26,115 -3,736	-13%	-$344K	0.52%	53
2024 Q3	$2.93M	Buy	+29,851	New	+$2.88M	0.63%	45

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morse Asset Management's TLT Position: Q2 2026 in Review

Morse Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 21 shares — an estimated $1.82K sold.

Morse Asset Management first reported a position in TLT in Q3 2024 and held it in 7 quarters. The position peaked at $2.93M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Morse Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Morse Asset Management sold 21 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.82K.
Morse Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 7 quarters.
Morse Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.93M in Q3 2024.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.