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

Palisade 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
2025 Q4	–	Sell	-40	Closed	-$3.58K	–	634
2025 Q3	$3.58K	Buy	+40	New	+$3.5K	﹤0.01%	435
2024 Q2	–	Sell	-388	Closed	-$36.7K	–	376
2024 Q1	$36.7K	Buy	+388	New	+$36.7K	﹤0.01%	288
2018 Q2	–	Sell	-2,225	Closed	-$271K	–	168
2018 Q1	$271K	Buy	+2,225	New	+$269K	0.04%	151

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

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

BlackRock New York $6.73T AUM 46.02% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Palisade Asset Management's TLT Position: Q4 2025 in Review

Palisade Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 40 shares — an estimated $3.58K sold.

Palisade Asset Management first reported a position in TLT in Q1 2018 and held it in 3 quarters. The position peaked at $271K in Q1 2018. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Palisade Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Palisade Asset Management sold 40 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $3.58K.
Palisade Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and held it in 3 quarters.
Palisade Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $271K in Q1 2018.
1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.