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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
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
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

Morse Asset Management's TLT Position: Q1 2026 in Review

Morse Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 100% in Q1 2026, selling an estimated $1.33M and leaving 21 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Morse Asset Management first reported a position in TLT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.93M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Morse Asset Management held 21 shares of iShares 20+ Year Treasury Bond ETF worth $1.82K as of Q1 2026.
  • Morse Asset Management sold 15,072 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.33M.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #362 holding.
  • Morse Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Morse Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.93M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.