UBS Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $345M | Buy |
3,976,477
+729,677
| +22% | +$64.1M | 0.05% | 377 |
|
|
2025
Q4 | $283M | Sell |
3,246,800
-55,640
| -2% | -$4.97M | 0.05% | 413 |
|
|
2025
Q3 | $295M | Sell |
3,302,440
-239,800
| -7% | -$21M | 0.05% | 402 |
|
|
2025
Q2 | $313M | Buy |
3,542,240
+2,178,900
| +160% | +$190M | 0.05% | 352 |
|
|
2025
Q1 | $124M | Buy |
1,363,340
+870,341
| +177% | +$77.5M | 0.02% | 785 |
|
|
2024
Q4 | $43.1M | Sell |
492,999
-3,992,101
| -89% | -$367M | 0.01% | 1598 |
|
|
2024
Q3 | $440M | Sell |
4,485,100
-2,035,750
| -31% | -$196M | 0.1% | 198 |
|
|
2024
Q2 | $598M | Buy |
6,520,850
+2,443,450
| +60% | +$223M | 0.15% | 129 |
|
|
2024
Q1 | $386M | Buy |
4,077,400
+1,352,300
| +50% | +$128M | 0.1% | 202 |
|
|
2023
Q4 | $269M | Buy |
2,725,100
+325,200
| +14% | +$29.4M | 0.08% | 241 |
|
|
2023
Q3 | $213M | Sell |
2,399,900
-3,737,905
| -61% | -$359M | 0.07% | 268 |
|
|
2023
Q2 | $632M | Buy |
6,137,805
+4,536,205
| +283% | +$471M | 0.21% | 101 |
|
|
2023
Q1 | $170M | Sell |
1,601,600
-12,770,800
| -89% | -$1.34B | 0.06% | 304 |
|
|
2022
Q4 | $1.43B | Buy |
14,372,400
+11,985,100
| +502% | +$1.21B | 0.53% | 20 |
|
|
2022
Q3 | $245M | Sell |
2,387,300
-3,434,300
| -59% | -$387M | 0.11% | 197 |
|
|
2022
Q2 | $669M | Buy |
5,821,600
+2,014,500
| +53% | +$237M | 0.27% | 77 |
|
|
2022
Q1 | $503M | Buy |
3,807,100
+1,784,300
| +88% | +$246M | 0.17% | 123 |
|
|
2021
Q4 | $300M | Sell |
2,022,800
-2,926,400
| -59% | -$431M | 0.09% | 234 |
|
|
2021
Q3 | $714M | Buy |
4,949,200
+3,938,700
| +390% | +$585M | 0.22% | 99 |
|
|
2021
Q2 | $146M | Sell |
1,010,500
-2,859,100
| -74% | -$399M | 0.05% | 395 |
|
|
2021
Q1 | $524M | Buy |
3,869,600
+3,346,900
| +640% | +$485M | 0.17% | 126 |
|
|
2020
Q4 | $82.4M | Sell |
522,700
-3,362,700
| -87% | -$534M | 0.03% | 553 |
|
|
2020
Q3 | $634M | Buy |
3,885,400
+3,293,000
| +556% | +$546M | 0.24% | 100 |
|
|
2020
Q2 | $97.1M | Buy |
592,400
+365,000
| +161% | +$60.1M | 0.04% | 376 |
|
|
2020
Q1 | $37.5M | Sell |
227,400
-4,425,900
| -95% | -$660M | 0.02% | 670 |
|
|
2019
Q4 | $630M | Buy |
4,653,300
+2,772,900
| +147% | +$386M | 0.22% | 108 |
|
|
2019
Q3 | $269M | Buy |
1,880,400
+1,362,700
| +263% | +$189M | 0.1% | 190 |
|
|
2019
Q2 | $68.8M | Buy |
517,700
+516,700
| +51,670% | +$65.6M | 0.03% | 528 |
|
|
2019
Q1 | $126K | Sell |
1,000
-1,284,800
| -100% | -$156M | ﹤0.01% | 4916 |
|
|
2018
Q4 | $156M | Hold |
1,285,800
| – | – | 0.07% | 259 |
|
|
2018
Q3 | $151M | Buy |
1,285,800
+631,000
| +96% | +$75.7M | 0.06% | 289 |
|
|
2018
Q2 | $79.7M | Sell |
654,800
-653,100
| -50% | -$78.1M | 0.03% | 467 |
|
|
2018
Q1 | $159M | Sell |
1,307,900
-717,600
| -35% | -$86.7M | 0.07% | 277 |
|
|
2017
Q4 | $257M | Buy |
2,025,500
+480,700
| +31% | +$60.3M | 0.11% | 208 |
|
|
2017
Q3 | $193M | Buy |
1,544,800
+1,344,800
| +672% | +$169M | 0.09% | 229 |
|
|
2017
Q2 | $25M | Hold |
200,000
| – | – | 0.01% | 910 |
|
|
2017
Q1 | $24.1M | Buy |
+200,000
| New | +$24M | 0.01% | 917 |
|
|
2016
Q4 | – | Sell |
-860,600
| Closed | -$118M | – | 8034 |
|
|
2016
Q3 | $118M | Sell |
860,600
-704,400
| -45% | -$97.8M | 0.07% | 280 |
|
|
2016
Q2 | $217M | Buy |
1,565,000
+858,400
| +121% | +$113M | 0.14% | 166 |
|
|
2016
Q1 | $92.3M | Buy |
706,600
+423,400
| +150% | +$54.2M | 0.06% | 293 |
|
|
2015
Q4 | $34.1M | Buy |
283,200
+150,000
| +113% | +$18.3M | 0.02% | 669 |
|
|
2015
Q3 | $16.5M | Buy |
133,200
+97,300
| +271% | +$11.8M | 0.01% | 1027 |
|
|
2015
Q2 | $4.22M | Sell |
35,900
-134,900
| -79% | -$16.6M | ﹤0.01% | 2243 |
|
|
2015
Q1 | $22.3M | Sell |
170,800
-391,700
| -70% | -$51.1M | 0.02% | 890 |
|
|
2014
Q4 | $70.8M | Buy |
+562,500
| New | +$68.2M | 0.05% | 397 |
|
Other funds holding TLT
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.