Paloma Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13M Hold
150,000
2.55% 10
2025
Q4
$13.1M Buy
+150,000
New +$13.4M 2.38% 12
2025
Q1
Sell
-10,000
Closed -$873K 240
2024
Q4
$873K Sell
10,000
-383,900
-97% -$35.3M 0.04% 161
2024
Q3
$38.6M Buy
+393,900
New +$38M 1.07% 14
2024
Q2
Sell
-87,061
Closed -$8.24M 1463
2024
Q1
$8.24M Sell
87,061
-669,839
-88% -$63.4M 0.43% 46
2023
Q4
$74.8M Sell
756,900
-567,500
-43% -$51.3M 2.74% 4
2023
Q3
$117M Buy
1,324,400
+239,100
+22% +$23M 4.06% 4
2023
Q2
$112M Buy
1,085,300
+936,500
+629% +$97.1M 4% 3
2023
Q1
$15.8M Buy
+148,800
New +$15.6M 0.56% 19
2022
Q3
Sell
-700,000
Closed -$80.4M 1317
2022
Q2
$80.4M Buy
700,000
+515,000
+278% +$60.6M 2.83% 4
2022
Q1
$24.4M Buy
+185,000
New +$25.5M 0.72% 14
2020
Q4
Sell
-308,400
Closed -$50.3M 2214
2020
Q3
$50.3M Buy
308,400
+83,400
+37% +$13.8M 1.27% 4
2020
Q2
$36.9M Buy
225,000
+192,800
+599% +$31.7M 0.64% 14
2020
Q1
$5.31M Buy
32,200
+27,300
+557% +$4.07M 0.3% 39
2019
Q4
$664K Sell
4,900
-11,700
-70% -$1.63M 0.01% 1207
2019
Q3
$2.38M Buy
+16,600
New +$2.31M 0.05% 357
2019
Q1
Sell
-16,600
Closed -$2.02M 1940
2018
Q4
$2.02M Buy
+16,600
New +$1.92M 0.06% 243
2018
Q2
Sell
-256,900
Closed -$31.3M 2189
2018
Q1
$31.3M Buy
256,900
+7,600
+3% +$918K 0.49% 15
2017
Q4
$31.6M Buy
249,300
+103,300
+71% +$13M 0.43% 21
2017
Q3
$18.2M Sell
146,000
-87,100
-37% -$10.9M 0.25% 42
2017
Q2
$29.2M Buy
233,100
+158,400
+212% +$19.6M 0.35% 33
2017
Q1
$9.02M Sell
74,700
-120,600
-62% -$14.5M 0.11% 143
2016
Q4
$23.3M Buy
195,300
+6,000
+3% +$751K 0.23% 49
2016
Q3
$26M Buy
189,300
+141,300
+294% +$19.6M 0.33% 50
2016
Q2
$6.67M Buy
48,000
+4,000
+9% +$528K 0.07% 181
2016
Q1
$5.75M Sell
44,000
-16,000
-27% -$2.05M 0.09% 154
2015
Q4
$7.24M Sell
60,000
-44,000
-42% -$5.36M 0.19% 83
2015
Q3
$12.8M Buy
104,000
+44,500
+75% +$5.4M 0.3% 46
2015
Q2
$6.99M Buy
+59,500
New +$7.3M 0.13% 153
2013
Q3
Sell
-5,000
Closed -$552K 1183
2013
Q2
$552K Buy
+5,000
New +$587K 0.03% 425

Other funds holding TLT

Paloma Partners's TLT Position: Q4 2025 in Review

Paloma Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 100,000 shares — an estimated $8.94M sold.

Paloma Partners first reported a position in TLT in Q1 2015 and held it in 35 quarters. The position peaked at $22.1M in Q3 2023. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Paloma Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Paloma Partners sold 100,000 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $8.94M.
  • Paloma Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2015 and held it in 35 quarters.
  • Paloma Partners's iShares 20+ Year Treasury Bond ETF position peaked at $22.1M in Q3 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Paloma Partners's 13F filing for Q4 2025, filed 17 Feb 2026.