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 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 $1.37T 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

Ritholtz Wealth Management's TLT Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 2,343 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in TLT as recently as Q2 2025.

Ritholtz Wealth Management first reported a position in TLT in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Ritholtz Wealth Management held 2,343 shares of iShares 20+ Year Treasury Bond ETF worth $203K as of Q1 2026.
iShares 20+ Year Treasury Bond ETF was a new Ritholtz Wealth Management position in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1128 holding.
Ritholtz Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 10 quarters since.
Ritholtz Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.39M in Q1 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.