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RS Crum Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

RS Crum Inc’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 		$4.13M Buy
+47,610
New +$4.19M 0.8% 18
2025
Q1 		– Sell
-57,289
Closed -$5M – 92
2024
Q4 		$5M Sell
57,289
-174,985
-75% -$16.1M 1.24% 15
2024
Q3 		$22.8M Buy
232,274
+4,869
+2% +$470K 5.34% 6
2024
Q2 		$20.9M Sell
227,405
-633
-0.3% -$57.7K 5.47% 6
2024
Q1 		$21.6M Buy
228,038
+5,709
+3% +$540K 5.88% 6
2023
Q4 		$22M Buy
222,329
+108,360
+95% +$9.79M 6.79% 5
2023
Q3 		$10.1M Buy
113,969
+3,320
+3% +$319K 3.63% 8
2023
Q2 		$11.4M Buy
110,649
+5,726
+5% +$594K 4.12% 7
2023
Q1 		$11.2M Buy
104,923
+9,128
+10% +$955K 4.28% 7
2022
Q4 		$9.54M Sell
95,795
-91,960
-49% -$9.27M 4.47% 5
2022
Q3 		$19.2M Buy
187,755
+2,628
+1% +$296K 10.09% 4
2022
Q2 		$21.3M Buy
+185,127
New +$21.8M 10.9% 3

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RS Crum Inc's TLT Position: Q1 2026 in Review

RS Crum Inc opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 47,610 shares worth $4.13M. The stake represents 0.8% of the portfolio and ranks #18 among its holdings. This is a return to the name: RS Crum Inc previously reported a position in TLT as recently as Q4 2024.

RS Crum Inc first reported a position in TLT in Q2 2022 and has held it in 12 quarters since. The position peaked at $22.8M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • RS Crum Inc held 47,610 shares of iShares 20+ Year Treasury Bond ETF worth $4.13M as of Q1 2026.
  • iShares 20+ Year Treasury Bond ETF was a new RS Crum Inc position in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.8% of RS Crum Inc's portfolio in Q1 2026, its #18 holding.
  • RS Crum Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • RS Crum Inc's iShares 20+ Year Treasury Bond ETF position peaked at $22.8M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.