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

AlphaCore Capital’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	$284K	Sell	3,274 -124	-4%	-$10.9K	0.01%	705
2025 Q4	$296K	Buy	3,398 +3,365	+10,197%	+$301K	0.01%	809
2025 Q3	$2.95K	Hold	33	–	–	﹤0.01%	1045
2025 Q2	$2.91K	Hold	33	–	–	﹤0.01%	1028
2025 Q1	$3K	Buy	+33	New	+$2.94K	﹤0.01%	727
2024 Q1	–	Sell	-1,115	Closed	-$110K	–	359
2023 Q4	$110K	Buy	1,115 +580	+108%	+$52.4K	0.02%	248
2023 Q3	$47.4K	Buy	+535	New	+$51.4K	0.01%	274
2023 Q1	–	Sell	-1	Closed	-$100	–	253
2022 Q4	$100	Sell	1 -66	-99%	-$6.65K	﹤0.01%	177
2022 Q3	$7K	Hold	67	–	–	﹤0.01%	120
2022 Q2	$8K	Buy	+67	New	+$7.89K	﹤0.01%	131
2021 Q4	–	Sell	-1,187	Closed	-$171K	–	130
2021 Q3	$171K	Buy	+1,187	New	+$176K	0.09%	58

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaCore Capital's TLT Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.6% in Q1 2026, selling an estimated $10.9K and leaving 3,274 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #705.

AlphaCore Capital first reported a position in TLT in Q3 2021 and has held it in 11 quarters since. The position peaked at $296K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

AlphaCore Capital held 3,274 shares of iShares 20+ Year Treasury Bond ETF worth $284K as of Q1 2026.
AlphaCore Capital sold 124 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $10.9K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #705 holding.
AlphaCore Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 11 quarters since.
AlphaCore Capital's iShares 20+ Year Treasury Bond ETF position peaked at $296K in Q4 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.