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Winter & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Winter & Associates’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 		– Sell
-2,622
Closed -$229K – 86
2025
Q4 		$229K Buy
+2,622
New +$234K 0.21% 74

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Winter & Associates's TLT Position: Q1 2026 in Review

Winter & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,622 shares — an estimated $229K sold.

Winter & Associates first reported a position in TLT in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Winter & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Winter & Associates sold 2,622 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $229K.
  • Winter & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Winter & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $229K in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Winter & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.