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

Aptus Capital Advisors’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 		$302K Sell
3,494
-5,267
-60% -$452K ﹤0.01% 948
2026
Q1 		$759K Sell
8,761
-5,111
-37% -$449K 0.01% 629
2025
Q4 		$1.21M Sell
13,872
-2,795
-17% -$250K 0.01% 537
2025
Q3 		$1.49M Buy
16,667
+1,735
+12% +$152K 0.01% 485
2025
Q2 		$1.32M Sell
14,932
-1,070
-7% -$93.3K 0.01% 483
2025
Q1 		$1.46M Sell
16,002
-22,459
-58% -$2M 0.02% 447
2024
Q4 		$3.36M Sell
38,461
-112
-0.3% -$10.3K 0.04% 324
2024
Q3 		$3.78M Buy
38,573
+1,844
+5% +$178K 0.06% 247
2024
Q2 		$3.37M Sell
36,729
-20,746
-36% -$1.89M 0.06% 234
2024
Q1 		$5.44M Buy
57,475
+56,398
+5,237% +$5.33M 0.1% 171
2023
Q4 		$106K Buy
1,077
+446
+71% +$40.3K ﹤0.01% 610
2023
Q3 		$56K Buy
631
+472
+297% +$45.4K ﹤0.01% 678
2023
Q2 		$16.4K Sell
159
-26
-14% -$2.7K ﹤0.01% 670
2023
Q1 		$19.7K Sell
185
-1,986
-91% -$208K ﹤0.01% 634
2022
Q4 		$216K Sell
2,171
-1,229
-36% -$124K 0.01% 465
2022
Q3 		$348K Buy
3,400
+3,185
+1,481% +$359K 0.01% 368
2022
Q2 		$25K Hold
215
– – ﹤0.01% 521
2022
Q1 		$28K Sell
215
-219
-50% -$30.2K ﹤0.01% 543
2021
Q4 		$64K Buy
434
+342
+372% +$50.4K ﹤0.01% 416
2021
Q3 		$13K Sell
92
-90
-49% -$13.4K ﹤0.01% 461
2021
Q2 		$26K Buy
182
+90
+98% +$12.6K ﹤0.01% 455
2021
Q1 		$12K Sell
92
-12
-12% -$1.74K ﹤0.01% 455
2020
Q4 		$16K Sell
104
-78
-43% -$12.4K ﹤0.01% 399
2020
Q3 		$29K Sell
182
-222
-55% -$36.8K ﹤0.01% 380
2020
Q2 		$66K Buy
404
+312
+339% +$51.4K ﹤0.01% 312
2020
Q1 		$15K Sell
92
-1
-1% -$149 ﹤0.01% 354
2019
Q4 		$12K Buy
+93
New +$12.9K ﹤0.01% 452

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aptus Capital Advisors's TLT Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 60% in Q2 2026, selling an estimated $452K and leaving 3,494 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Aptus Capital Advisors first reported a position in TLT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.44M in Q1 2024. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Aptus Capital Advisors held 3,494 shares of iShares 20+ Year Treasury Bond ETF worth $302K as of Q2 2026.
  • Aptus Capital Advisors sold 5,267 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $452K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #948 holding.
  • Aptus Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.44M in Q1 2024.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.