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 Q2	$1.29M	Sell	14,887 -8,294	-36%	-$712K	1.01%	34
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 $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Risk Paradigm Group's TLT Position: Q2 2026 in Review

Risk Paradigm Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 36% in Q2 2026, selling an estimated $712K and leaving 14,887 shares worth $1.29M. The position accounts for 1.01% of the portfolio, ranked #34.

Risk Paradigm Group first reported a position in TLT in Q3 2015 and has held it in 15 quarters since. The position peaked at $2.54M in Q2 2018. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Risk Paradigm Group held 14,887 shares of iShares 20+ Year Treasury Bond ETF worth $1.29M as of Q2 2026.
Risk Paradigm Group sold 8,294 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $712K.
iShares 20+ Year Treasury Bond ETF made up 1.01% of Risk Paradigm Group's portfolio in Q2 2026, its #34 holding.
Risk Paradigm Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2015 and has held it in 15 quarters since.
Risk Paradigm Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.54M in Q2 2018.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.