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 Q2	$321K	Buy	3,716 +442	+14%	+$38K	0.01%	894
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 $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AlphaCore Capital's TLT Position: Q2 2026 in Review

AlphaCore Capital increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q2 2026, buying an estimated $38K and bringing the position to 3,716 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #894.

AlphaCore Capital first reported a position in TLT in Q3 2021 and has held it in 12 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

AlphaCore Capital held 3,716 shares of iShares 20+ Year Treasury Bond ETF worth $321K as of Q2 2026.
AlphaCore Capital bought 442 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $38K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #894 holding.
AlphaCore Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 12 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.