Simplex Trading
TLT icon

Simplex Trading’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Simplex Trading’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 		$52.7M Buy
+608,012
New +$53.5M 0.04% 218
2025
Q3 		– Sell
-1,457,996
Closed -$129M – 10082
2025
Q2 		$129M Sell
1,457,996
-1,599,982
-52% -$140M 0.07% 134
2025
Q1 		$278M Buy
+3,057,978
New +$272M 0.18% 53
2024
Q1 		– Sell
-48,567
Closed -$4.8M – 9894
2023
Q4 		$4.8M Sell
48,567
-1,506,849
-97% -$136M ﹤0.01% 1595
2023
Q3 		$138M Buy
1,555,416
+574,458
+59% +$55.2M 0.11% 89
2023
Q2 		$101M Buy
980,958
+509,680
+108% +$52.9M 0.08% 138
2023
Q1 		$50.1M Buy
471,278
+312,157
+196% +$32.7M 0.04% 279
2022
Q4 		$15.8M Sell
159,121
-427,186
-73% -$43M 0.02% 644
2022
Q3 		$60.1M Sell
586,307
-26,539
-4% -$2.99M 0.07% 204
2022
Q2 		$70.4M Sell
612,846
-40,075
-6% -$4.72M 0.07% 174
2022
Q1 		$86.2M Buy
+652,921
New +$90.1M 0.08% 177
2021
Q1 		– Sell
-200
Closed -$31K – 10030
2020
Q4 		$31K Sell
200
-4,900
-96% -$778K ﹤0.01% 6641
2020
Q3 		$832K Sell
5,100
-109,241
-96% -$18.1M ﹤0.01% 2443
2020
Q2 		$18.7M Buy
114,341
+76,441
+202% +$12.6M 0.03% 328
2020
Q1 		$6.25M Sell
37,900
-299,845
-89% -$44.7M 0.01% 592
2019
Q4 		$45.8M Buy
337,745
+334,545
+10,455% +$46.6M 0.1% 120
2019
Q3 		$457K Sell
3,200
-102,524
-97% -$14.2M ﹤0.01% 2713
2019
Q2 		$14M Buy
+105,724
New +$13.4M 0.04% 310
2017
Q4 		– Sell
-169,292
Closed -$21.1M – 6683
2017
Q3 		$21.1M Buy
169,292
+99,539
+143% +$12.5M 0.86% 15
2017
Q2 		$8.73M Sell
69,753
-109,758
-61% -$13.6M 0.38% 43
2017
Q1 		$21.7M Buy
+179,511
New +$21.5M 0.94% 15
2016
Q4 		– Sell
-300
Closed -$41K – 6521
2016
Q3 		$41K Buy
+300
New +$41.6K ﹤0.01% 2275
2016
Q2 		– Sell
-29,253
Closed -$3.82M – 6452
2016
Q1 		$3.82M Buy
+29,253
New +$3.75M 0.3% 48
2015
Q4 		– Sell
-97,748
Closed -$12.1M – 6134
2015
Q3 		$12.1M Buy
97,748
+26,293
+37% +$3.19M 0.89% 14
2015
Q2 		$8.39M Buy
+71,455
New +$8.77M 0.7% 23

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

Simplex Trading's TLT Position: Q1 2026 in Review

Simplex Trading opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 608,012 shares worth $52.7M. The stake represents 0.04% of the portfolio and ranks #218 among its holdings. This is a return to the name: Simplex Trading previously reported a position in TLT as recently as Q2 2025.

Simplex Trading first reported a position in TLT in Q2 2015 and has held it in 25 quarters since. The position peaked at $278M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Simplex Trading held 608,012 shares of iShares 20+ Year Treasury Bond ETF worth $52.7M as of Q1 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Simplex Trading position in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Simplex Trading's portfolio in Q1 2026, its #218 holding.
  • Simplex Trading first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and has held it in 25 quarters since.
  • Simplex Trading's iShares 20+ Year Treasury Bond ETF position peaked at $278M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.