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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
Q2 		– Sell
-47,610
Closed -$4.13M – 109
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 $1.55T 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

RS Crum Inc's TLT Position: Q2 2026 in Review

RS Crum Inc sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 47,610 shares — an estimated $4.13M sold.

RS Crum Inc first reported a position in TLT in Q2 2022 and held it in 12 quarters. The position peaked at $22.8M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • RS Crum Inc reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • RS Crum Inc sold 47,610 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.13M.
  • RS Crum Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 12 quarters.
  • RS Crum Inc's iShares 20+ Year Treasury Bond ETF position peaked at $22.8M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on RS Crum Inc's 13F filing for Q2 2026, filed 10 Aug 2026.