SHF
TLT icon

Safe Harbor Fiduciary’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-198
Closed -$17.3K – 186
2025
Q4 		$17.3K Buy
+198
New +$17.7K 0.02% 130
2025
Q2 		$2.54M Buy
28,809
+4,350
+18% +$379K 2.38% 11
2025
Q1 		$2.23M Buy
+24,459
New +$2.18M 2.3% 10
2024
Q4 		– Sell
-128
Closed -$12.6K – 219
2024
Q3 		$12.6K Buy
+128
New +$12.3K 0.01% 129

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

Safe Harbor Fiduciary's TLT Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 198 shares — an estimated $17.3K sold.

Safe Harbor Fiduciary first reported a position in TLT in Q3 2024 and held it in 4 quarters. The position peaked at $2.54M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 198 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $17.3K.
  • Safe Harbor Fiduciary first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
  • Safe Harbor Fiduciary's iShares 20+ Year Treasury Bond ETF position peaked at $2.54M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.