Schroder Investment Management Group
TLT icon

Schroder Investment Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Schroder Investment Management Group’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 		$533K Hold
6,100
– – ﹤0.01% 1088
2026
Q1 		$529K Hold
6,100
– – ﹤0.01% 1088
2025
Q4 		$536K Hold
6,100
– – ﹤0.01% 1053
2025
Q3 		$547K Sell
6,100
-106,569
-95% -$9.32M ﹤0.01% 1082
2025
Q2 		$9.85M Sell
112,669
-367,720
-77% -$32.1M 0.01% 640
2025
Q1 		$43.3M Buy
480,389
+474,289
+7,775% +$42.2M 0.04% 317
2024
Q4 		$536K Hold
6,100
– – ﹤0.01% 1097
2024
Q3 		$601K Sell
6,100
-10,100
-62% -$974K ﹤0.01% 1088
2024
Q2 		$1.49M Sell
16,200
-85,128
-84% -$7.76M ﹤0.01% 972
2024
Q1 		$9.59M Sell
101,328
-556,590
-85% -$52.6M 0.01% 664
2023
Q4 		$65.1M Sell
657,918
-46,560
-7% -$4.21M 0.08% 222
2023
Q3 		$62.5M Buy
704,478
+84,625
+14% +$8.13M 0.09% 208
2023
Q2 		$63.8M Sell
619,853
-13,336
-2% -$1.38M 0.09% 224
2023
Q1 		$67.4M Buy
633,189
+160,878
+34% +$16.8M 0.1% 208
2022
Q4 		$47M Buy
472,311
+61,998
+15% +$6.25M 0.07% 275
2022
Q3 		$42M Buy
+410,313
New +$46.2M 0.07% 276
2022
Q2 		– Sell
-89,979
Closed -$11.9M – 1386
2022
Q1 		$11.9M Buy
+89,979
New +$12.4M 0.02% 634
2021
Q4 		– Sell
-89,979
Closed -$13M – 1504
2021
Q3 		$13M Buy
89,979
+67,979
+309% +$10.1M 0.02% 575
2021
Q2 		$3.18M Buy
22,000
+11,000
+100% +$1.53M ﹤0.01% 923
2021
Q1 		$1.49M Sell
11,000
-9,313
-46% -$1.35M ﹤0.01% 1063
2020
Q4 		$3.2M Buy
20,313
+9,313
+85% +$1.48M ﹤0.01% 907
2020
Q3 		$1.79M Buy
+11,000
New +$1.82M ﹤0.01% 907
2018
Q1 		– Sell
-113,335
Closed -$14.4M – 1336
2017
Q4 		$14.4M Buy
+113,335
New +$14.2M 0.02% 573

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

Schroder Investment Management Group's TLT Position: Q2 2026 in Review

Schroder Investment Management Group held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 6,100 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Schroder Investment Management Group first reported a position in TLT in Q4 2017 and has held it in 23 quarters since. The position peaked at $67.4M in Q1 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Schroder Investment Management Group held 6,100 shares of iShares 20+ Year Treasury Bond ETF worth $533K as of Q2 2026.
  • Schroder Investment Management Group left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1088 holding.
  • Schroder Investment Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 23 quarters since.
  • Schroder Investment Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $67.4M in Q1 2023.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.