SB Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

SB Capital Management’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
2025 Q4	$6.87M	Buy	+78,802	New	+$7.05M	2.52%	16

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SB Capital Management's TLT Position: Q4 2025 in Review

SB Capital Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025: 78,802 shares worth $6.87M. The stake represents 2.52% of the portfolio and ranks #16 among its holdings.

1,148 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

SB Capital Management held 78,802 shares of iShares 20+ Year Treasury Bond ETF worth $6.87M as of Q4 2025.
iShares 20+ Year Treasury Bond ETF was a new SB Capital Management position in Q4 2025.
iShares 20+ Year Treasury Bond ETF made up 2.52% of SB Capital Management's portfolio in Q4 2025, its #16 holding.
1,148 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.