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

Risk Paradigm 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 Q1	$2.01M	Buy	23,181 +522	+2%	+$45.9K	1.71%	30
2025 Q4	$1.97M	Buy	+22,659	New	+$2.03M	1.9%	25
2018 Q4	$38.8K	Sell	319 -11,550	-97%	-$1.34M	0.09%	72
2018 Q3	$1.39M	Sell	11,869 -9,027	-43%	-$1.08M	2.76%	11
2018 Q2	$2.54M	Buy	20,896 +1,932	+10%	+$231K	4.9%	7
2018 Q1	$2.31M	Buy	18,964 +13,732	+262%	+$1.66M	2.94%	7
2017 Q4	$664K	Buy	5,232 +3,621	+225%	+$455K	0.71%	35
2017 Q3	$201K	Buy	1,611 +11	+0.7%	+$1.38K	0.25%	84
2017 Q2	$200K	Buy	1,600 +17	+1%	+$2.1K	0.24%	92
2017 Q1	$191K	Buy	1,583 +55	+4%	+$6.6K	0.22%	86
2016 Q4	$182K	Buy	1,528 +1,151	+305%	+$144K	0.2%	97
2016 Q3	$51.8K	Buy	+377	New	+$52.3K	0.04%	170
2016 Q2	–	Sell	-935	Closed	-$122K	–	239
2016 Q1	$122K	Buy	+935	New	+$120K	0.16%	84
2015 Q4	–	Sell	-51	Closed	-$6.3K	–	367
2015 Q3	$6.3K	Buy	+51	New	+$6.19K	0.01%	251

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

Risk Paradigm Group's TLT Position: Q1 2026 in Review

Risk Paradigm Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.3% in Q1 2026, buying an estimated $45.9K and bringing the position to 23,181 shares worth $2.01M. The position accounts for 1.71% of the portfolio, ranked #30.

Risk Paradigm Group first reported a position in TLT in Q3 2015 and has held it in 14 quarters since. The position peaked at $2.54M in Q2 2018. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Risk Paradigm Group held 23,181 shares of iShares 20+ Year Treasury Bond ETF worth $2.01M as of Q1 2026.
Risk Paradigm Group bought 522 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $45.9K.
iShares 20+ Year Treasury Bond ETF made up 1.71% of Risk Paradigm Group's portfolio in Q1 2026, its #30 holding.
Risk Paradigm Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2015 and has held it in 14 quarters since.
Risk Paradigm Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.54M in Q2 2018.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.