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SJS Investment Consulting’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

SJS Investment Consulting’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
-33
Closed -$2.88K – 2572
2025
Q4 		$2.88K Buy
+33
New +$2.95K ﹤0.01% 1063
2023
Q4 		– Sell
-352
Closed -$31.2K – 1652
2023
Q3 		$31.2K Buy
+352
New +$33.8K 0.01% 199

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return

SJS Investment Consulting's TLT Position: Q1 2026 in Review

SJS Investment Consulting sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 33 shares — an estimated $2.88K sold.

SJS Investment Consulting first reported a position in TLT in Q3 2023 and held it in 2 quarters. The position peaked at $31.2K in Q3 2023. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • SJS Investment Consulting reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SJS Investment Consulting sold 33 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.88K.
  • SJS Investment Consulting first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • SJS Investment Consulting's iShares 20+ Year Treasury Bond ETF position peaked at $31.2K in Q3 2023.
  • 1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.