Steve Schonfeld’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Steve Schonfeld’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	$304M	Buy	3,513,300 +125,000	+4%	+$10.7M	1.09%	13
2026 Q1	$294M	Buy	3,388,300 +2,410,000	+246%	+$212M	2.07%	3
2025 Q4	$85.3M	Buy	978,300 +870,200	+805%	+$77.8M	0.38%	21
2025 Q3	$9.66M	Buy	108,100 +40,000	+59%	+$3.5M	0.05%	358
2025 Q2	$6.01M	Buy	+68,100	New	+$5.94M	0.04%	510
2024 Q1	–	Sell	-800,000	Closed	-$79.1M	–	2407
2023 Q4	$79.1M	Buy	800,000 +750,000	+1,500%	+$67.8M	0.52%	15
2023 Q3	$4.43M	Buy	+50,000	New	+$4.81M	0.03%	582

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Steve Schonfeld's TLT Position: Q2 2026 in Review

Steve Schonfeld opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 372,081 shares worth $32.2M. The stake represents 0.12% of the portfolio and ranks #155 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in TLT as recently as Q4 2025.

Steve Schonfeld first reported a position in TLT in Q4 2022 and has held it in 11 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Steve Schonfeld held 372,081 shares of iShares 20+ Year Treasury Bond ETF worth $32.2M as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Steve Schonfeld position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.12% of Steve Schonfeld's portfolio in Q2 2026, its #155 holding.
Steve Schonfeld first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.