Sanders Morris Harris’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sanders Morris Harris’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 Q3	$22.2M	Buy	+285,000	New	+$23.5M	2.94%	6

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Sanders Morris Harris's TLT Position: Q3 2026 in Review

Sanders Morris Harris opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 285,000 shares worth $22.2M. The stake represents 2.94% of the portfolio and ranks #6 among its holdings.

108 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Sanders Morris Harris held 285,000 shares of iShares 20+ Year Treasury Bond ETF worth $22.2M as of Q3 2026.
iShares 20+ Year Treasury Bond ETF was a new Sanders Morris Harris position in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up 2.94% of Sanders Morris Harris's portfolio in Q3 2026, its #6 holding.
108 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Sanders Morris Harris's 13F filing for Q3 2026, filed 14 Oct 2026.