Redwood Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Redwood Investment 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 Q1	$1.91M	Buy	21,972 +3,701	+20%	+$325K	0.24%	50
2025 Q4	$1.59M	Buy	+18,271	New	+$1.63M	0.18%	82
2025 Q2	–	Sell	-9,019	Closed	-$821K	–	338
2025 Q1	$821K	Sell	9,019 -15,747	-64%	-$1.4M	0.09%	226
2024 Q4	$2.16M	Sell	24,766 -25,887	-51%	-$2.38M	0.21%	91
2024 Q3	$4.98M	Sell	50,653 -39,262	-44%	-$3.79M	0.44%	35
2024 Q2	$8.25M	Sell	89,915 -412	-0.5%	-$37.5K	0.71%	23
2024 Q1	$8.55M	Sell	90,327 -11,359	-11%	-$1.07M	0.81%	20
2023 Q4	$9.93M	Buy	101,686 +26,382	+35%	+$2.38M	0.91%	16
2023 Q3	$6.68M	Buy	75,304 +6,814	+10%	+$655K	0.58%	53
2023 Q2	$7.05M	Buy	68,490 +9	+0%	+$934	0.73%	37
2023 Q1	$7.28M	Buy	68,481 +6,253	+10%	+$654K	0.78%	36
2022 Q4	$6.2M	Buy	+62,228	New	+$6.27M	0.82%	34

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

Redwood Investment Management's TLT Position: Q1 2026 in Review

Redwood Investment Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q1 2026, buying an estimated $325K and bringing the position to 21,972 shares worth $1.91M. The position accounts for 0.24% of the portfolio, ranked #50.

Redwood Investment Management first reported a position in TLT in Q4 2022 and has held it in 12 quarters since. The position peaked at $9.93M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Redwood Investment Management held 21,972 shares of iShares 20+ Year Treasury Bond ETF worth $1.91M as of Q1 2026.
Redwood Investment Management bought 3,701 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $325K.
iShares 20+ Year Treasury Bond ETF made up 0.24% of Redwood Investment Management's portfolio in Q1 2026, its #50 holding.
Redwood Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Redwood Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $9.93M in Q4 2023.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.