Tortoise Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Tortoise Investment 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 Q2	$2.64M	Sell	30,520 -13,589	-31%	-$1.17M	0.2%	92
2026 Q1	$3.82M	Buy	44,109 +1,475	+3%	+$130K	0.32%	70
2025 Q4	$3.72M	Sell	42,634 -49	-0.1%	-$4.38K	0.33%	72
2025 Q3	$3.81M	Sell	42,683 -3,565	-8%	-$312K	0.34%	71
2025 Q2	$4.08M	Buy	46,248 +9,319	+25%	+$813K	0.39%	66
2025 Q1	$3.36M	Buy	36,929 +17,354	+89%	+$1.54M	0.35%	68
2024 Q4	$1.71M	Buy	19,575 +11,248	+135%	+$1.04M	0.18%	88
2024 Q3	$817K	Buy	8,327 +402	+5%	+$38.8K	0.09%	125
2024 Q2	$727K	Buy	7,925 +1,803	+29%	+$164K	0.08%	129
2024 Q1	$579K	Sell	6,122 -111	-2%	-$10.5K	0.07%	143
2023 Q4	$616K	Sell	6,233 -2,275	-27%	-$206K	0.08%	136
2023 Q3	$755K	Buy	8,508 +7,162	+532%	+$688K	0.11%	119
2023 Q2	$139K	Hold	1,346	–	–	0.02%	243
2023 Q1	$143K	Hold	1,346	–	–	0.02%	222
2022 Q4	$134K	Buy	1,346 +1,320	+5,077%	+$133K	0.02%	230
2022 Q3	$3K	Buy	+26	New	+$2.93K	﹤0.01%	662
2014 Q3	–	Sell	-150	Closed	-$17K	–	423
2014 Q2	$17K	Buy	+150	New	+$16.7K	0.01%	284

Other funds holding TLT

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Tortoise Investment Management's TLT Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 31% in Q2 2026, selling an estimated $1.17M and leaving 30,520 shares worth $2.64M. The position accounts for 0.2% of the portfolio, ranked #92.

Tortoise Investment Management first reported a position in TLT in Q2 2014 and has held it in 17 quarters since. The position peaked at $4.08M in Q2 2025. 845 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Tortoise Investment Management held 30,520 shares of iShares 20+ Year Treasury Bond ETF worth $2.64M as of Q2 2026.
Tortoise Investment Management sold 13,589 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.17M.
iShares 20+ Year Treasury Bond ETF made up 0.2% of Tortoise Investment Management's portfolio in Q2 2026, its #92 holding.
Tortoise Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2014 and has held it in 17 quarters since.
Tortoise Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.08M in Q2 2025.
845 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.