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Patten Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Patten Group’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 		$435K Sell
5,036
-3,239
-39% -$278K 0.07% 235
2026
Q1 		$717K Sell
8,275
-938
-10% -$82.5K 0.12% 166
2025
Q4 		$803K Buy
+9,213
New +$824K 0.15% 155
2021
Q1 		– Sell
-3,348
Closed -$528K – 243
2020
Q4 		$528K Sell
3,348
-484
-13% -$76.8K 0.14% 145
2020
Q3 		$626K Buy
3,832
+18
+0.5% +$2.98K 0.24% 109
2020
Q2 		$625K Buy
3,814
+288
+8% +$47.4K 0.27% 101
2020
Q1 		$582K Buy
3,526
+1,700
+93% +$253K 0.3% 97
2019
Q4 		$247K Buy
+1,826
New +$254K 0.09% 185
2019
Q1 		– Sell
-400
Closed -$49K – 495
2018
Q4 		$49K Buy
400
+55
+16% +$6.37K 0.02% 285
2018
Q3 		$40K Sell
345
-65
-16% -$7.8K 0.02% 347
2018
Q2 		$50K Hold
410
– – 0.02% 323
2018
Q1 		$50K Sell
410
-132
-24% -$15.9K 0.02% 324
2017
Q4 		$69K Buy
542
+41
+8% +$5.15K 0.03% 301
2017
Q3 		$62K Buy
501
+21
+4% +$2.64K 0.03% 305
2017
Q2 		$60K Sell
480
-14
-3% -$1.73K 0.02% 305
2017
Q1 		$60K Hold
494
– – 0.03% 293
2016
Q4 		$59K Buy
494
+2
+0.4% +$250 0.03% 295
2016
Q3 		$65.6K Buy
492
+1
+0.2% +$139 0.03% 279
2016
Q2 		$68.3K Buy
491
+40
+9% +$5.28K 0.03% 274
2016
Q1 		$58.9K Buy
451
+1
+0.2% +$128 0.03% 290
2015
Q4 		$54.3K Hold
450
– – 0.03% 298
2015
Q3 		$55.6K Hold
450
– – 0.03% 270
2015
Q2 		$52.9K Buy
+450
New +$55.2K 0.03% 285
2015
Q1 		– Sell
-550
Closed -$69K – 239
2014
Q4 		$69K Buy
+550
New +$66.7K 0.03% 193

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

Patten Group's TLT Position: Q2 2026 in Review

Patten Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 39% in Q2 2026, selling an estimated $278K and leaving 5,036 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #235.

Patten Group first reported a position in TLT in Q4 2014 and has held it in 24 quarters since. The position peaked at $803K in Q4 2025. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Patten Group held 5,036 shares of iShares 20+ Year Treasury Bond ETF worth $435K as of Q2 2026.
  • Patten Group sold 3,239 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $278K.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Patten Group's portfolio in Q2 2026, its #235 holding.
  • Patten Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 24 quarters since.
  • Patten Group's iShares 20+ Year Treasury Bond ETF position peaked at $803K in Q4 2025.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.