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West Family Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

West Family Investments’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 		$16.7M Buy
152,632
+19,295
+14% +$1.7M 5.84% 3
2025
Q4 		$14.9M Buy
133,337
+10,927
+9% +$977K 3.51% 6
2025
Q3 		$13.8M Hold
122,410
– – 3.08% 5
2025
Q2 		$13.5M Buy
122,410
+12,542
+11% +$1.09M 3.53% 5
2025
Q1 		$12.4M Sell
109,868
-8,404
-7% -$748K 4.66% 3
2024
Q4 		$10.3M Buy
118,272
+21,853
+23% +$2.01M 3.6% 4
2024
Q3 		$11.5M Hold
96,419
– – 3.93% 3
2024
Q2 		$10.8M Buy
96,419
+24,930
+35% +$2.27M 3.23% 3
2024
Q1 		$8.41M Hold
71,489
– – 2.61% 6
2023
Q4 		$8.7M Hold
71,489
– – 2.95% 5
2023
Q3 		$7.62M Buy
+71,489
New +$6.87M 2.66% 6
2023
Q2 		– Sell
-71,489
Closed -$8.83M – 267
2023
Q1 		$8.83M Hold
71,489
– – 3.5% 3
2022
Q4 		$8.22M Buy
+71,489
New +$7.2M 2.81% 4
2022
Q1 		– Sell
-71,539
Closed -$10.6M – 347
2021
Q4 		$10.6M Buy
71,539
+452
+0.6% +$66.6K 2.89% 4
2021
Q3 		$10.3M Buy
+71,087
New +$10.6M 2.66% 5

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

West Family Investments's TLT Position: Q1 2026 in Review

West Family Investments increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q1 2026, buying an estimated $1.7M and bringing the position to 152,632 shares worth $16.7M. The position accounts for 5.84% of the portfolio, ranked #3.

West Family Investments first reported a position in TLT in Q3 2021 and has held it in 15 quarters since. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • West Family Investments held 152,632 shares of iShares 20+ Year Treasury Bond ETF worth $16.7M as of Q1 2026.
  • West Family Investments bought 19,295 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.7M.
  • iShares 20+ Year Treasury Bond ETF made up 5.84% of West Family Investments's portfolio in Q1 2026, its #3 holding.
  • West Family Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 15 quarters since.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.