QPWM
TLT icon

Quadrant Private Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quadrant Private Wealth 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
2026
Q1 		$12M Buy
138,391
+12,475
+10% +$1.1M 1.86% 7
2025
Q4 		$11M Buy
125,916
+230
+0.2% +$20.6K 1.8% 12
2025
Q3 		$11.2M Buy
125,686
+8,332
+7% +$729K 2.05% 6
2025
Q2 		$10.4M Buy
117,354
+29,872
+34% +$2.6M 2.15% 6
2025
Q1 		$7.96M Buy
87,482
+15,660
+22% +$1.39M 1.98% 7
2024
Q4 		$6.27M Sell
71,822
-7,838
-10% -$721K 1.54% 18
2024
Q3 		$7.81M Buy
79,660
+15,994
+25% +$1.54M 1.94% 8
2024
Q2 		$5.84M Buy
63,666
+22,328
+54% +$2.03M 1.34% 17
2024
Q1 		$3.91M Buy
41,338
+2,114
+5% +$200K 0.99% 24
2023
Q4 		$3.88M Buy
39,224
+10,690
+37% +$966K 1.07% 22
2023
Q3 		$2.53M Sell
28,534
-1,602
-5% -$154K 0.85% 29
2023
Q2 		$3.1M Buy
30,136
+4,055
+16% +$421K 0.9% 27
2023
Q1 		$2.77M Buy
26,081
+16,748
+179% +$1.75M 0.87% 31
2022
Q4 		$929K Buy
+9,333
New +$940K 0.31% 82

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

Quadrant Private Wealth Management's TLT Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.9% in Q1 2026, buying an estimated $1.1M and bringing the position to 138,391 shares worth $12M. The position accounts for 1.86% of the portfolio, ranked #7.

Quadrant Private Wealth Management first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Quadrant Private Wealth Management held 138,391 shares of iShares 20+ Year Treasury Bond ETF worth $12M as of Q1 2026.
  • Quadrant Private Wealth Management bought 12,475 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.1M.
  • iShares 20+ Year Treasury Bond ETF made up 1.86% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Quadrant Private Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.