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

Westwood Holdings 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
Q2 		$888K Sell
10,273
-2,492
-20% -$214K 0.01% 374
2026
Q1 		$1.11M Sell
12,765
-17,237
-57% -$1.52M 0.01% 344
2025
Q4 		$2.61M Sell
30,002
-31,446
-51% -$2.81M 0.02% 312
2025
Q3 		$5.49M Sell
61,448
-206,492
-77% -$18.1M 0.04% 273
2025
Q2 		$23.6M Sell
267,940
-1,490
-0.6% -$130K 0.17% 160
2025
Q1 		$24.5M Buy
269,430
+4,223
+2% +$376K 0.19% 144
2024
Q4 		$23.2M Sell
265,207
-75,491
-22% -$6.95M 0.18% 159
2024
Q3 		$33.4M Buy
340,698
+31,497
+10% +$3.04M 0.14% 165
2024
Q2 		$28.4M Buy
309,201
+13,216
+4% +$1.2M 0.13% 175
2024
Q1 		$28M Buy
295,985
+17,246
+6% +$1.63M 0.22% 144
2023
Q4 		$27.6M Buy
+278,739
New +$25.2M 0.23% 143
2023
Q2 		– Sell
-3,010
Closed -$320K – 526
2023
Q1 		$320K Buy
3,010
+10
+0.3% +$1.05K ﹤0.01% 442
2022
Q4 		$299K Hold
3,000
– – ﹤0.01% 462
2022
Q3 		$307K Buy
+3,000
New +$338K ﹤0.01% 418

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westwood Holdings Group's TLT Position: Q2 2026 in Review

Westwood Holdings Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q2 2026, selling an estimated $214K and leaving 10,273 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #374.

Westwood Holdings Group first reported a position in TLT in Q3 2022 and has held it in 14 quarters since. The position peaked at $33.4M in Q3 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Westwood Holdings Group held 10,273 shares of iShares 20+ Year Treasury Bond ETF worth $888K as of Q2 2026.
  • Westwood Holdings Group sold 2,492 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #374 holding.
  • Westwood Holdings Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • Westwood Holdings Group's iShares 20+ Year Treasury Bond ETF position peaked at $33.4M in Q3 2024.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.