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
Q2 		– Sell
-138,391
Closed -$12M – 286
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 $1.55T 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

Quadrant Private Wealth Management's TLT Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 138,391 shares — an estimated $12M sold.

Quadrant Private Wealth Management first reported a position in TLT in Q4 2022 and held it in 14 quarters. The position peaked at $12M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 138,391 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $12M.
  • Quadrant Private Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 14 quarters.
  • Quadrant Private Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $12M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.