RAM Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

RAM Investment Partners’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	–	Sell	-4,718	Closed	-$411K	–	129
2025 Q4	$411K	Sell	4,718 -98	-2%	-$8.76K	0.07%	69
2025 Q3	$430K	Buy	4,816 +98	+2%	+$8.57K	0.08%	66
2025 Q2	$416K	Hold	4,718	–	–	0.09%	63
2025 Q1	$429K	Hold	4,718	–	–	0.11%	59
2024 Q4	$412K	Sell	4,718 -497	-10%	-$45.7K	0.1%	60
2024 Q3	$512K	Buy	5,215 +3,015	+137%	+$291K	0.13%	46
2024 Q2	$202K	Buy	2,200 +33	+2%	+$3.01K	0.06%	83
2024 Q1	$205K	Buy	2,167 +14	+0.7%	+$1.32K	0.06%	85
2023 Q4	$213K	Buy	+2,153	New	+$195K	0.07%	62
2023 Q1	–	Sell	-3,771	Closed	-$375K	–	50
2022 Q4	$375K	Buy	+3,771	New	+$380K	0.23%	35

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 $303B AUM 53.02% 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

RAM Investment Partners's TLT Position: Q1 2026 in Review

RAM Investment Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 4,718 shares — an estimated $411K sold.

RAM Investment Partners first reported a position in TLT in Q4 2022 and held it in 10 quarters. The position peaked at $512K in Q3 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

RAM Investment Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
RAM Investment Partners sold 4,718 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $411K.
RAM Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 10 quarters.
RAM Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $512K in Q3 2024.
1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on RAM Investment Partners's 13F filing for Q1 2026, filed 4 May 2026.