William John Sempolinski
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William John Sempolinski’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

William John Sempolinski’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
Q3 		$503K Sell
6,465
-19,015
-75% -$1.57M 0.19% 68
2026
Q2 		$2.2M Sell
25,480
-3,980
-14% -$342K 0.89% 26
2026
Q1 		$2.55M Sell
29,460
-1,520
-5% -$134K 1.28% 15
2025
Q4 		$2.7M Buy
+30,980
New +$2.77M 1.33% 17

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

William John Sempolinski's TLT Position: Q3 2026 in Review

William John Sempolinski reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 75% in Q3 2026, selling an estimated $1.57M and leaving 6,465 shares worth $503K. The position accounts for 0.19% of the portfolio, ranked #68.

William John Sempolinski first reported a position in TLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.7M in Q4 2025. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • William John Sempolinski held 6,465 shares of iShares 20+ Year Treasury Bond ETF worth $503K as of Q3 2026.
  • William John Sempolinski sold 19,015 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $1.57M.
  • iShares 20+ Year Treasury Bond ETF made up 0.19% of William John Sempolinski's portfolio in Q3 2026, its #68 holding.
  • William John Sempolinski first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • William John Sempolinski's iShares 20+ Year Treasury Bond ETF position peaked at $2.7M in Q4 2025.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on William John Sempolinski's 13F filing for Q3 2026, filed 20 Oct 2026.