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Stokes Family Office’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stokes Family Office’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 		$397K Sell
4,575
-249
-5% -$21.9K 0.04% 206
2025
Q4 		$420K Buy
4,824
+1,318
+38% +$118K 0.04% 215
2025
Q3 		$313K Sell
3,506
-236
-6% -$20.6K 0.03% 217
2025
Q2 		$330K Sell
3,742
-2,911
-44% -$254K 0.03% 192
2025
Q1 		$606K Buy
6,653
+3,850
+137% +$343K 0.07% 142
2024
Q4 		$245K Sell
2,803
-1,573
-36% -$145K 0.03% 213
2024
Q3 		$429K Buy
4,376
+2,071
+90% +$200K 0.05% 168
2024
Q2 		$212K Buy
+2,305
New +$210K 0.02% 211
2023
Q4 		– Sell
-14,532
Closed -$1.29M – 332
2023
Q3 		$1.29M Buy
14,532
+4,565
+46% +$439K 0.15% 111
2023
Q2 		$1.03M Sell
9,967
-1,535
-13% -$159K 0.12% 120
2023
Q1 		$1.22M Buy
11,502
+1,079
+10% +$113K 0.15% 111
2022
Q4 		$1.04M Sell
10,423
-1,283
-11% -$129K 0.13% 110
2022
Q3 		$1.2M Buy
11,706
+6,621
+130% +$745K 0.17% 94
2022
Q2 		$584K Sell
5,085
-1,810
-26% -$213K 0.08% 149
2022
Q1 		$910K Sell
6,895
-13,136
-66% -$1.81M 0.12% 112
2021
Q4 		$2.97M Buy
20,031
+8,288
+71% +$1.22M 0.37% 57
2021
Q3 		$1.7M Buy
+11,743
New +$1.74M 0.24% 75

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

Stokes Family Office's TLT Position: Q1 2026 in Review

Stokes Family Office reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.2% in Q1 2026, selling an estimated $21.9K and leaving 4,575 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #206.

Stokes Family Office first reported a position in TLT in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.97M in Q4 2021. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Stokes Family Office held 4,575 shares of iShares 20+ Year Treasury Bond ETF worth $397K as of Q1 2026.
  • Stokes Family Office sold 249 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $21.9K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #206 holding.
  • Stokes Family Office first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Stokes Family Office's iShares 20+ Year Treasury Bond ETF position peaked at $2.97M in Q4 2021.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.