UBS Group
TLT icon

UBS Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

UBS Group’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 		$1.31B Sell
15,117,551
-947,128
-6% -$83.3M 0.2% 92
2025
Q4 		$1.4B Buy
16,064,679
+960,001
+6% +$85.8M 0.23% 68
2025
Q3 		$1.35B Buy
15,104,678
+3,800,629
+34% +$332M 0.21% 73
2025
Q2 		$998M Sell
11,304,049
-317,560
-3% -$27.7M 0.17% 97
2025
Q1 		$1.06B Buy
11,621,609
+360,305
+3% +$32.1M 0.19% 85
2024
Q4 		$983M Buy
11,261,304
+455,993
+4% +$42M 0.18% 97
2024
Q3 		$1.06B Buy
10,805,311
+1,508,684
+16% +$145M 0.23% 78
2024
Q2 		$853M Sell
9,296,627
-544,961
-6% -$49.7M 0.21% 89
2024
Q1 		$931M Sell
9,841,588
-3,827,003
-28% -$362M 0.23% 70
2023
Q4 		$1.35B Buy
13,668,591
+5,095,082
+59% +$460M 0.4% 37
2023
Q3 		$760M Sell
8,573,509
-807,433
-9% -$77.6M 0.26% 74
2023
Q2 		$966M Buy
9,380,942
+3,770,137
+67% +$391M 0.33% 56
2023
Q1 		$597M Buy
5,610,805
+271,490
+5% +$28.4M 0.22% 95
2022
Q4 		$532M Buy
5,339,315
+3,040,626
+132% +$306M 0.2% 106
2022
Q3 		$236M Sell
2,298,689
-187,358
-8% -$21.1M 0.1% 207
2022
Q2 		$286M Sell
2,486,047
-1,406,562
-36% -$166M 0.12% 189
2022
Q1 		$514M Buy
3,892,609
+2,601,991
+202% +$359M 0.17% 120
2021
Q4 		$191M Sell
1,290,618
-757,127
-37% -$112M 0.05% 355
2021
Q3 		$296M Buy
2,047,745
+371,841
+22% +$55.2M 0.09% 217
2021
Q2 		$242M Sell
1,675,904
-279,442
-14% -$39M 0.08% 254
2021
Q1 		$265M Sell
1,955,346
-519,111
-21% -$75.3M 0.09% 229
2020
Q4 		$390M Sell
2,474,457
-3,248,663
-57% -$516M 0.13% 174
2020
Q3 		$934M Buy
5,723,120
+2,057,868
+56% +$341M 0.35% 59
2020
Q2 		$601M Buy
3,665,252
+879,765
+32% +$145M 0.25% 87
2020
Q1 		$460M Sell
2,785,487
-468,314
-14% -$69.8M 0.22% 108
2019
Q4 		$441M Sell
3,253,801
-6,291
-0.2% -$876K 0.15% 152
2019
Q3 		$466M Sell
3,260,092
-1,285,776
-28% -$179M 0.18% 128
2019
Q2 		$604M Sell
4,545,868
-400,056
-8% -$50.8M 0.23% 100
2019
Q1 		$625M Buy
4,945,924
+2,238,823
+83% +$272M 0.26% 89
2018
Q4 		$329M Buy
2,707,101
+1,858,608
+219% +$215M 0.15% 150
2018
Q3 		$99.5M Buy
848,493
+121,292
+17% +$14.6M 0.04% 409
2018
Q2 		$88.5M Buy
727,201
+82,001
+13% +$9.81M 0.04% 433
2018
Q1 		$78.7M Sell
645,200
-445,460
-41% -$53.8M 0.03% 460
2017
Q4 		$138M Sell
1,090,660
-634,267
-37% -$79.6M 0.06% 323
2017
Q3 		$215M Buy
1,724,927
+789,048
+84% +$99.1M 0.1% 212
2017
Q2 		$117M Buy
935,879
+24,848
+3% +$3.07M 0.06% 328
2017
Q1 		$110M Sell
911,031
-246,004
-21% -$29.5M 0.06% 316
2016
Q4 		$138M Sell
1,157,035
-948,191
-45% -$119M 0.08% 267
2016
Q3 		$289M Sell
2,105,226
-12,028
-0.6% -$1.67M 0.17% 140
2016
Q2 		$294M Sell
2,117,254
-120,543
-5% -$15.9M 0.18% 126
2016
Q1 		$292M Buy
2,237,797
+928,216
+71% +$119M 0.2% 121
2015
Q4 		$158M Buy
1,309,581
+8,667
+0.7% +$1.06M 0.1% 214
2015
Q3 		$161M Buy
1,300,914
+245,678
+23% +$29.8M 0.11% 196
2015
Q2 		$124M Sell
1,055,236
-220,301
-17% -$27M 0.08% 259
2015
Q1 		$167M Buy
1,275,537
+202,448
+19% +$26.4M 0.12% 202
2014
Q4 		$135M Buy
+1,073,089
New +$130M 0.09% 225

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's TLT Position: Q1 2026 in Review

UBS Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.9% in Q1 2026, selling an estimated $83.3M and leaving 15,117,551 shares worth $1.31B. The position accounts for 0.2% of the portfolio, ranked #92.

UBS Group first reported a position in TLT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.4B in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • UBS Group held 15,117,551 shares of iShares 20+ Year Treasury Bond ETF worth $1.31B as of Q1 2026.
  • UBS Group sold 947,128 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $83.3M.
  • iShares 20+ Year Treasury Bond ETF made up 0.2% of UBS Group's portfolio in Q1 2026, its #92 holding.
  • UBS Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.4B in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.