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

Prostatis 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 Q1	$281K	Buy	3,240 +146	+5%	+$12.8K	0.07%	146
2025 Q4	$270K	Sell	3,094 -4	-0.1%	-$358	0.06%	144
2025 Q3	$277K	Sell	3,098 -80	-3%	-$7K	0.07%	139
2025 Q2	$280K	Buy	+3,178	New	+$277K	0.08%	124
2025 Q1	–	Sell	-2,396	Closed	-$209K	–	165
2024 Q4	$209K	Buy	+2,396	New	+$221K	0.06%	150
2024 Q2	–	Sell	-21,525	Closed	-$2.05M	–	158
2024 Q1	$2.05M	Buy	21,525 +8,353	+63%	+$790K	0.78%	36
2023 Q4	$1.3M	Buy	+13,172	New	+$1.19M	0.54%	52
2020 Q2	–	Sell	-15,995	Closed	-$2.64M	–	76
2020 Q1	$2.64M	Buy	15,995 +10,150	+174%	+$1.51M	3.75%	9
2019 Q4	$792K	Buy	+5,845	New	+$814K	0.72%	37

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prostatis Group's TLT Position: Q1 2026 in Review

Prostatis Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.7% in Q1 2026, buying an estimated $12.8K and bringing the position to 3,240 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #146.

Prostatis Group first reported a position in TLT in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.64M in Q1 2020. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Prostatis Group held 3,240 shares of iShares 20+ Year Treasury Bond ETF worth $281K as of Q1 2026.
Prostatis Group bought 146 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $12.8K.
iShares 20+ Year Treasury Bond ETF made up 0.07% of Prostatis Group's portfolio in Q1 2026, its #146 holding.
Prostatis Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 9 quarters since.
Prostatis Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.64M in Q1 2020.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.