Rakuten Securities’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rakuten Securities’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	$1.52M	Sell	17,495 -4,064	-19%	-$357K	0.63%	40
2025 Q4	$1.88M	Sell	21,559 -12,662	-37%	-$1.13M	0.61%	35
2025 Q3	$3.06M	Sell	34,221 -4,206	-11%	-$368K	1.13%	20
2025 Q2	$3.39M	Buy	38,427 +4,632	+14%	+$404K	1.33%	13
2025 Q1	$3.08M	Sell	33,795 -4,332	-11%	-$386K	1.55%	13
2024 Q4	$3.33M	Buy	38,127 +12,729	+50%	+$1.17M	1.31%	14
2024 Q3	$2.49M	Buy	25,398 +10,985	+76%	+$1.06M	1.08%	18
2024 Q2	$1.32M	Buy	14,413 +1,472	+11%	+$134K	0.57%	25
2024 Q1	$1.22M	Buy	+12,941	New	+$1.22M	0.54%	32

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

Rakuten Securities's TLT Position: Q1 2026 in Review

Rakuten Securities reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 19% in Q1 2026, selling an estimated $357K and leaving 17,495 shares worth $1.52M. The position accounts for 0.63% of the portfolio, ranked #40.

Rakuten Securities first reported a position in TLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.39M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Rakuten Securities held 17,495 shares of iShares 20+ Year Treasury Bond ETF worth $1.52M as of Q1 2026.
Rakuten Securities sold 4,064 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $357K.
iShares 20+ Year Treasury Bond ETF made up 0.63% of Rakuten Securities's portfolio in Q1 2026, its #40 holding.
Rakuten Securities first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Rakuten Securities's iShares 20+ Year Treasury Bond ETF position peaked at $3.39M in Q2 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.