RG
TLT icon

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

Rathbones 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
Q2 		$218K Sell
2,517
-2,260
-47% -$194K ﹤0.01% 600
2026
Q1 		$414K Buy
4,777
+2,227
+87% +$196K ﹤0.01% 477
2025
Q4 		$222K Sell
2,550
-1,170
-31% -$105K ﹤0.01% 563
2025
Q3 		$332K Buy
3,720
+1,150
+45% +$101K ﹤0.01% 500
2025
Q2 		$227K Buy
+2,570
New +$224K ﹤0.01% 536

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

Rathbones Group's TLT Position: Q2 2026 in Review

Rathbones Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 47% in Q2 2026, selling an estimated $194K and leaving 2,517 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Rathbones Group first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $414K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Rathbones Group held 2,517 shares of iShares 20+ Year Treasury Bond ETF worth $218K as of Q2 2026.
  • Rathbones Group sold 2,260 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $194K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #600 holding.
  • Rathbones Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Rathbones Group's iShares 20+ Year Treasury Bond ETF position peaked at $414K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.