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

Paloma Partners’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
Q1 		– Sell
-118,900
Closed -$10.4M – 241
2024
Q4 		$10.4M Sell
118,900
-213,500
-64% -$19.7M 0.46% 44
2024
Q3 		$32.6M Buy
332,400
+317,400
+2,116% +$30.6M 0.9% 21
2024
Q2 		$1.38M Buy
+15,000
New +$1.37M 0.04% 427
2024
Q1 		– Sell
-995,600
Closed -$98.4M – 1049
2023
Q4 		$98.4M Buy
995,600
+693,500
+230% +$62.7M 3.6% 3
2023
Q3 		$26.8M Buy
302,100
+222,200
+278% +$21.4M 0.93% 12
2023
Q2 		$8.22M Sell
79,900
-35,800
-31% -$3.71M 0.29% 50
2023
Q1 		$12.3M Buy
+115,700
New +$12.1M 0.43% 33
2020
Q1 		– Sell
-16,900
Closed -$2.29M – 2051
2019
Q4 		$2.29M Sell
16,900
-2,100
-11% -$292K 0.03% 529
2019
Q3 		$2.72M Buy
+19,000
New +$2.64M 0.06% 305
2019
Q1 		– Sell
-14,400
Closed -$1.75M – 1941
2018
Q4 		$1.75M Buy
+14,400
New +$1.67M 0.05% 283
2018
Q2 		– Sell
-358,700
Closed -$43.7M – 2191
2018
Q1 		$43.7M Buy
358,700
+56,900
+19% +$6.87M 0.69% 13
2017
Q4 		$38.3M Buy
301,800
+77,000
+34% +$9.67M 0.52% 14
2017
Q3 		$28M Sell
224,800
-88,700
-28% -$11.1M 0.39% 21
2017
Q2 		$39.2M Buy
313,500
+32,800
+12% +$4.05M 0.46% 20
2017
Q1 		$33.9M Buy
280,700
+28,100
+11% +$3.37M 0.41% 28
2016
Q4 		$30.1M Buy
252,600
+10,900
+5% +$1.37M 0.29% 36
2016
Q3 		$33.2M Buy
241,700
+193,700
+404% +$26.9M 0.42% 43
2016
Q2 		$6.67M Hold
48,000
– – 0.07% 182
2016
Q1 		$6.27M Buy
48,000
+12,000
+33% +$1.54M 0.1% 135
2015
Q4 		$4.34M Buy
36,000
+24,000
+200% +$2.92M 0.11% 149
2015
Q3 		$1.48M Sell
12,000
-185,500
-94% -$22.5M 0.03% 452
2015
Q2 		$23.2M Buy
+197,500
New +$24.2M 0.45% 38

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

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.