Stansberry Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stansberry Asset 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
2026 Q1	$1.11M	Sell	12,747 -52,451	-80%	-$4.61M	0.11%	104
2025 Q4	$5.68M	Sell	65,198 -95,838	-60%	-$8.57M	0.58%	58
2025 Q3	$14.4M	Sell	161,036 -51,747	-24%	-$4.53M	1.51%	23
2025 Q2	$18.8M	Buy	+212,783	New	+$18.6M	2.05%	10

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stansberry Asset Management's TLT Position: Q1 2026 in Review

Stansberry Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 80% in Q1 2026, selling an estimated $4.61M and leaving 12,747 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #104.

Stansberry Asset Management first reported a position in TLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.8M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Stansberry Asset Management held 12,747 shares of iShares 20+ Year Treasury Bond ETF worth $1.11M as of Q1 2026.
Stansberry Asset Management sold 52,451 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $4.61M.
iShares 20+ Year Treasury Bond ETF made up 0.11% of Stansberry Asset Management's portfolio in Q1 2026, its #104 holding.
Stansberry Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Stansberry Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $18.8M in Q2 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Stansberry Asset Management's 13F filing for Q1 2026, filed 15 May 2026.