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

Amitell 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
2025 Q4	–	Sell	-63,000	Closed	-$5.63M	–	55
2025 Q3	$5.63M	Hold	63,000	–	–	3.43%	8
2025 Q2	$5.56M	Hold	63,000	–	–	2.88%	13
2025 Q1	$5.73M	Buy	63,000 +31,500	+100%	+$2.8M	3.97%	10
2024 Q4	$2.75M	Hold	31,500	–	–	2.23%	17
2024 Q3	$3.09M	Hold	31,500	–	–	2.26%	18
2024 Q2	$2.89M	Hold	31,500	–	–	2.4%	17
2024 Q1	$2.98M	Hold	31,500	–	–	2.52%	15
2023 Q4	$3.11M	Buy	31,500 +18,350	+140%	+$1.66M	2.5%	16
2023 Q3	$1.17M	Buy	13,150 +5,150	+64%	+$495K	0.62%	25
2023 Q2	$824K	Buy	+8,000	New	+$830K	0.41%	33
2021 Q3	–	Sell	-49,056	Closed	-$7.08M	–	55
2021 Q2	$7.08M	Buy	+49,056	New	+$6.84M	4.36%	1

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amitell Capital's TLT Position: Q4 2025 in Review

Amitell Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 63,000 shares — an estimated $5.63M sold.

Amitell Capital first reported a position in TLT in Q2 2021 and held it in 11 quarters. The position peaked at $7.08M in Q2 2021. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Amitell Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Amitell Capital sold 63,000 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $5.63M.
Amitell Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and held it in 11 quarters.
Amitell Capital's iShares 20+ Year Treasury Bond ETF position peaked at $7.08M in Q2 2021.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Amitell Capital's 13F filing for Q4 2025, filed 12 Feb 2026.