Vontobel Holding
TLT icon

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

Vontobel Holding’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 		$3.94M Buy
45,577
+13,455
+42% +$1.16M 0.01% 497
2026
Q1 		$2.78M Sell
32,122
-4,747
-13% -$417K 0.01% 471
2025
Q4 		$3.21M Sell
36,869
-11,790
-24% -$1.05M 0.01% 475
2025
Q3 		$4.35M Buy
48,659
+6,517
+15% +$570K 0.01% 407
2025
Q2 		$3.72M Sell
42,142
-23,138
-35% -$2.02M 0.01% 408
2025
Q1 		$5.94M Buy
65,280
+14,778
+29% +$1.32M 0.02% 285
2024
Q4 		$4.41M Sell
50,502
-21,761
-30% -$2M 0.02% 327
2024
Q3 		$7.09M Buy
72,263
+36,070
+100% +$3.48M 0.02% 266
2024
Q2 		$3.32M Sell
36,193
-5,809
-14% -$529K 0.01% 367
2024
Q1 		$3.97M Buy
42,002
+6,011
+17% +$569K 0.03% 349
2023
Q4 		$3.56M Sell
35,991
-4,177
-10% -$377K 0.03% 347
2023
Q3 		$3.56M Buy
40,168
+20,042
+100% +$1.93M 0.03% 335
2023
Q2 		$2.07M Buy
20,126
+10,557
+110% +$1.1M 0.02% 432
2023
Q1 		$1.02M Buy
9,569
+2,178
+29% +$228K 0.01% 584
2022
Q4 		$736K Buy
7,391
+700
+10% +$70.5K 0.01% 652
2022
Q3 		$685K Sell
6,691
-633
-9% -$71.3K 0.01% 634
2022
Q2 		$841K Sell
7,324
-300
-4% -$35.3K 0.01% 584
2022
Q1 		$1.01M Sell
7,624
-4,851
-39% -$669K 0.01% 622
2021
Q4 		$1.85M Sell
12,475
-5,600
-31% -$825K 0.02% 462
2021
Q3 		$2.61M Buy
18,075
+8,915
+97% +$1.32M 0.02% 396
2021
Q2 		$1.32M Sell
9,160
-1,500
-14% -$209K 0.01% 532
2021
Q1 		$1.44M Sell
10,660
-2,985
-22% -$433K 0.01% 465
2020
Q4 		$2.15M Buy
+13,645
New +$2.17M 0.01% 393

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vontobel Holding's TLT Position: Q2 2026 in Review

Vontobel Holding increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 42% in Q2 2026, buying an estimated $1.16M and bringing the position to 45,577 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #497.

Vontobel Holding first reported a position in TLT in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.09M in Q3 2024. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Vontobel Holding held 45,577 shares of iShares 20+ Year Treasury Bond ETF worth $3.94M as of Q2 2026.
  • Vontobel Holding bought 13,455 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.16M.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #497 holding.
  • Vontobel Holding first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's iShares 20+ Year Treasury Bond ETF position peaked at $7.09M in Q3 2024.
  • 633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.