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Osborne Partners Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Osborne Partners Capital 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 		$19.5M Buy
225,391
+3,704
+2% +$318K 1.08% 24
2026
Q1 		$19.2M Buy
221,687
+3,157
+1% +$278K 1.02% 26
2025
Q4 		$19M Buy
218,530
+287
+0.1% +$25.7K 0.98% 28
2025
Q3 		$19.5M Buy
218,243
+4,075
+2% +$356K 0.99% 26
2025
Q2 		$18.9M Buy
214,168
+9,672
+5% +$843K 1.01% 23
2025
Q1 		$18.6M Buy
204,496
+17,354
+9% +$1.54M 1.07% 22
2024
Q4 		$16.3M Buy
187,142
+5,124
+3% +$472K 0.95% 25
2024
Q3 		$17.9M Sell
182,018
-431
-0.2% -$41.6K 1.01% 24
2024
Q2 		$16.7M Buy
182,449
+6,819
+4% +$621K 1% 26
2024
Q1 		$16.6M Buy
175,630
+11,325
+7% +$1.07M 1.02% 27
2023
Q4 		$16.2M Buy
+164,305
New +$14.8M 1.06% 24
2023
Q3 		– Sell
-2,360
Closed -$243K – 208
2023
Q2 		$243K Sell
2,360
-180
-7% -$18.7K 0.02% 190
2023
Q1 		$270K Sell
2,540
-780
-23% -$81.6K 0.02% 184
2022
Q4 		$331K Buy
+3,320
New +$335K 0.03% 169

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osborne Partners Capital Management's TLT Position: Q2 2026 in Review

Osborne Partners Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.7% in Q2 2026, buying an estimated $318K and bringing the position to 225,391 shares worth $19.5M. The position accounts for 1.08% of the portfolio, ranked #24.

Osborne Partners Capital Management first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.5M in Q3 2025. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Osborne Partners Capital Management held 225,391 shares of iShares 20+ Year Treasury Bond ETF worth $19.5M as of Q2 2026.
  • Osborne Partners Capital Management bought 3,704 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $318K.
  • iShares 20+ Year Treasury Bond ETF made up 1.08% of Osborne Partners Capital Management's portfolio in Q2 2026, its #24 holding.
  • Osborne Partners Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Osborne Partners Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $19.5M in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.