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

Robertson Stephens 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 		$267K Buy
+3,089
New +$265K 0.01% 552
2026
Q1 		– Sell
-12,930
Closed -$1.13M – 667
2025
Q4 		$1.13M Buy
12,930
+9,618
+290% +$860K 0.03% 276
2025
Q3 		$296K Sell
3,312
-9,452
-74% -$827K 0.01% 449
2025
Q2 		$1.13M Sell
12,764
-6,434
-34% -$561K 0.04% 255
2025
Q1 		$1.75M Buy
19,198
+10,537
+122% +$938K 0.06% 205
2024
Q4 		$756K Sell
8,661
-13,144
-60% -$1.21M 0.03% 292
2024
Q3 		$2.14M Buy
21,805
+11,574
+113% +$1.12M 0.08% 191
2024
Q2 		$939K Sell
10,231
-8,136
-44% -$741K 0.05% 235
2024
Q1 		$1.74M Sell
18,367
-4,416
-19% -$418K 0.09% 171
2023
Q4 		$2.25M Buy
22,783
+7,639
+50% +$690K 0.14% 129
2023
Q3 		$1.34M Buy
15,144
+9,585
+172% +$921K 0.09% 174
2023
Q2 		$572K Sell
5,559
-1,237
-18% -$128K 0.04% 261
2023
Q1 		$723K Sell
6,796
-78,221
-92% -$8.18M 0.06% 242
2022
Q4 		$8.46M Buy
85,017
+78,609
+1,227% +$7.92M 0.82% 26
2022
Q3 		$656K Buy
6,408
+2,676
+72% +$301K 0.07% 191
2022
Q2 		$428K Sell
3,732
-4,257
-53% -$501K 0.04% 255
2022
Q1 		$1.05M Sell
7,989
-31,747
-80% -$4.38M 0.09% 178
2021
Q4 		$5.89M Buy
+39,736
New +$5.86M 0.5% 44
2021
Q3 		– Sell
-7,691
Closed -$1.11M – 343
2021
Q2 		$1.11M Buy
+7,691
New +$1.07M 0.13% 113
2021
Q1 		– Sell
-3,539
Closed -$558K – 297
2020
Q4 		$558K Sell
3,539
-4,578
-56% -$727K 0.12% 129
2020
Q3 		$1.32M Sell
8,117
-2,320
-22% -$385K 0.33% 56
2020
Q2 		$1.71M Sell
10,437
-5,570
-35% -$917K 0.49% 47
2020
Q1 		$2.64M Sell
16,007
-2,945
-16% -$439K 0.9% 27
2019
Q4 		$2.57M Buy
18,952
+7,447
+65% +$1.04M 1.29% 19
2019
Q3 		$1.65M Sell
11,505
-29,712
-72% -$4.13M 0.83% 30
2019
Q2 		$5.47M Sell
41,217
-1,200
-3% -$152K 5.33% 5
2019
Q1 		$5.36M Buy
42,417
+15,938
+60% +$1.94M 4.58% 7
2018
Q4 		$3.22M Buy
+26,479
New +$3.06M 3.22% 10

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robertson Stephens Wealth Management's TLT Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 3,089 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in TLT as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in TLT in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.46M in Q4 2022. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Robertson Stephens Wealth Management held 3,089 shares of iShares 20+ Year Treasury Bond ETF worth $267K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #552 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.46M in Q4 2022.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.