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Rothschild Investment LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rothschild Investment LLC’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 		$95.1K Hold
1,100
– – ﹤0.01% 1068
2026
Q1 		$95.4K Hold
1,100
– – 0.01% 900
2025
Q4 		$95.9K Sell
1,100
-65,605
-98% -$5.87M 0.01% 822
2025
Q3 		$5.96M Buy
66,705
+234
+0.4% +$20.5K 0.34% 73
2025
Q2 		$5.87M Buy
66,471
+62,361
+1,517% +$5.44M 0.37% 68
2025
Q1 		$374K Sell
4,110
-662
-14% -$58.9K 0.03% 390
2024
Q4 		$417K Sell
4,772
-161
-3% -$14.8K 0.03% 375
2024
Q3 		$484K Sell
4,933
-8,734
-64% -$842K 0.03% 352
2024
Q2 		$1.25M Sell
13,667
-947
-6% -$86.3K 0.09% 199
2024
Q1 		$1.38M Buy
14,614
+89
+0.6% +$8.42K 0.1% 176
2023
Q4 		$1.44M Buy
+14,525
New +$1.31M 0.12% 146

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

Rothschild Investment LLC's TLT Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 1,100 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Rothschild Investment LLC first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.96M in Q3 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Rothschild Investment LLC held 1,100 shares of iShares 20+ Year Treasury Bond ETF worth $95.1K as of Q2 2026.
  • Rothschild Investment LLC left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1068 holding.
  • Rothschild Investment LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares 20+ Year Treasury Bond ETF position peaked at $5.96M in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.