Raymond James Financial
TLT icon

Raymond James Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Raymond James Financial’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 		$240M Buy
2,763,343
+410,277
+17% +$36.1M 0.07% 235
2025
Q4 		$205M Sell
2,353,066
-186,549
-7% -$16.7M 0.06% 264
2025
Q3 		$227M Buy
2,539,615
+154,718
+6% +$13.5M 0.07% 242
2025
Q2 		$210M Sell
2,384,897
-496,854
-17% -$43.3M 0.07% 243
2025
Q1 		$262M Buy
2,881,751
+83,460
+3% +$7.43M 0.1% 191
2024
Q4 		$244M Buy
+2,798,291
New +$258M 0.09% 201

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

Raymond James Financial's TLT Position: Q1 2026 in Review

Raymond James Financial increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q1 2026, buying an estimated $36.1M and bringing the position to 2,763,343 shares worth $240M. The position accounts for 0.07% of the portfolio, ranked #235.

Raymond James Financial first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $262M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Raymond James Financial held 2,763,343 shares of iShares 20+ Year Treasury Bond ETF worth $240M as of Q1 2026.
  • Raymond James Financial bought 410,277 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $36.1M.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Raymond James Financial's portfolio in Q1 2026, its #235 holding.
  • Raymond James Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares 20+ Year Treasury Bond ETF position peaked at $262M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.