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Vise Technologies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vise Technologies’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 		$1.21M Hold
13,912
– – 0.02% 527
2025
Q4 		$1.21M Buy
13,912
+716
+5% +$64K 0.02% 529
2025
Q3 		$1.18M Sell
13,196
-204
-2% -$17.8K 0.04% 387
2025
Q2 		$1.18M Buy
+13,400
New +$1.17M 0.05% 392

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

Vise Technologies's TLT Position: Q1 2026 in Review

Vise Technologies held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 13,912 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #527.

Vise Technologies first reported a position in TLT in Q2 2025 and has held it in 4 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Vise Technologies held 13,912 shares of iShares 20+ Year Treasury Bond ETF worth $1.21M as of Q1 2026.
  • Vise Technologies left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #527 holding.
  • Vise Technologies first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.