Ritholtz Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ritholtz Wealth 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 Q2	–	Sell	-2,343	Closed	-$203K	–	1379
2026 Q1	$203K	Buy	+2,343	New	+$206K	﹤0.01%	1128
2025 Q3	–	Sell	-3,083	Closed	-$272K	–	1115
2025 Q2	$272K	Sell	3,083 -7,130	-70%	-$622K	0.01%	825
2025 Q1	$930K	Buy	10,213 +4,380	+75%	+$390K	0.03%	417
2024 Q4	$509K	Sell	5,833 -3,225	-36%	-$297K	0.02%	559
2024 Q3	$889K	Sell	9,058 -3,196	-26%	-$308K	0.03%	401
2024 Q2	$1.12M	Sell	12,254 -2,433	-17%	-$222K	0.04%	326
2024 Q1	$1.39M	Buy	14,687 +4,927	+50%	+$466K	0.05%	273
2023 Q4	$965K	Sell	9,760 -1,911	-16%	-$173K	0.04%	334
2023 Q3	$1.04M	Buy	+11,671	New	+$1.12M	0.05%	271
2021 Q4	–	Sell	-1,399	Closed	-$202K	–	586
2021 Q3	$202K	Buy	+1,399	New	+$208K	0.01%	470

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

Ritholtz Wealth Management's TLT Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,343 shares — an estimated $203K sold.

Ritholtz Wealth Management first reported a position in TLT in Q3 2021 and held it in 10 quarters. The position peaked at $1.39M in Q1 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Ritholtz Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 2,343 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $203K.
Ritholtz Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 10 quarters.
Ritholtz Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.39M in Q1 2024.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.