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New York Life Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

New York Life Investment 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 		$13.1M Buy
151,844
+49,903
+49% +$4.29M 0.09% 176
2026
Q1 		$8.84M Buy
101,941
+7,057
+7% +$620K 0.07% 223
2025
Q4 		$8.27M Buy
94,884
+33,776
+55% +$3.02M 0.07% 225
2025
Q3 		$5.46M Sell
61,108
-16,475
-21% -$1.44M 0.05% 318
2025
Q2 		$6.84M Buy
77,583
+10,794
+16% +$941K 0.06% 259
2025
Q1 		$6.08M Sell
66,789
-37,439
-36% -$3.33M 0.06% 279
2024
Q4 		$9.1M Buy
104,228
+48,344
+87% +$4.45M 0.09% 206
2024
Q3 		$5.51M Sell
55,884
-8,660
-13% -$835K 0.05% 317
2024
Q2 		$5.92M Sell
64,544
-13,245
-17% -$1.21M 0.06% 285
2024
Q1 		$7.36M Buy
77,789
+42,120
+118% +$3.98M 0.07% 239
2023
Q4 		$3.53M Sell
35,669
-100,546
-74% -$9.08M 0.04% 397
2023
Q3 		$12.1M Buy
136,215
+88,394
+185% +$8.5M 0.13% 145
2023
Q2 		$4.92M Buy
+47,821
New +$4.96M 0.05% 312
2023
Q1 		– Sell
-9,786
Closed -$974K – 1389
2022
Q4 		$974K Sell
9,786
-14,380
-60% -$1.45M 0.01% 628
2022
Q3 		$2.48M Buy
24,166
+6,967
+41% +$784K 0.03% 463
2022
Q2 		$1.98M Buy
+17,199
New +$2.03M 0.02% 515
2016
Q3 		– Sell
-75,650
Closed -$10.5M – 51
2016
Q2 		$10.5M Buy
75,650
+1,600
+2% +$211K 1.17% 24
2016
Q1 		$9.67M Sell
74,050
-5,400
-7% -$692K 1.45% 21
2015
Q4 		$9.58M Buy
79,450
+1,100
+1% +$134K 1.43% 23
2015
Q3 		$9.68M Sell
78,350
-4,500
-5% -$546K 0.9% 33
2015
Q2 		$9.73M Buy
82,850
+6,000
+8% +$736K 1.1% 24
2015
Q1 		$10M Sell
76,850
-7,100
-8% -$927K 1.13% 24
2014
Q4 		$10.6M Sell
83,950
-3,500
-4% -$424K 1.26% 22
2014
Q3 		$10.2M Sell
87,450
-2,500
-3% -$288K 1.67% 19
2014
Q2 		$10.2M Sell
89,950
-1,200
-1% -$134K 1.73% 18
2014
Q1 		$9.94M Sell
91,150
-100
-0.1% -$10.7K 2.1% 15
2013
Q4 		$9.29M Buy
91,250
+5,100
+6% +$534K 2.32% 14
2013
Q3 		$9.17M Buy
86,150
+5,500
+7% +$583K 2.82% 8
2013
Q2 		$8.91M Buy
+80,650
New +$9.47M 2.84% 11

Other funds holding TLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

New York Life Investment Management's TLT Position: Q2 2026 in Review

New York Life Investment Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 49% in Q2 2026, buying an estimated $4.29M and bringing the position to 151,844 shares worth $13.1M. The position accounts for 0.09% of the portfolio, ranked #176.

New York Life Investment Management first reported a position in TLT in Q2 2013 and has held it in 29 quarters since. 784 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • New York Life Investment Management held 151,844 shares of iShares 20+ Year Treasury Bond ETF worth $13.1M as of Q2 2026.
  • New York Life Investment Management bought 49,903 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.29M.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of New York Life Investment Management's portfolio in Q2 2026, its #176 holding.
  • New York Life Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 29 quarters since.
  • 784 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.