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
2025 Q3	–	Sell	-5,000,000	Closed	-$441M	–	1660
2025 Q2	$441M	Buy	+5,000,000	New	+$436M	3.6%	2
2025 Q1	–	Sell	-3,000,000	Closed	-$262M	–	1499
2024 Q4	$262M	Buy	+3,000,000	New	+$276M	2.74%	3
2023 Q4	–	Sell	-1,500,000	Closed	-$133M	–	986
2023 Q3	$133M	Hold	1,500,000	–	–	3.62%	3
2023 Q2	$154M	Buy	+1,500,000	New	+$156M	3.7%	3
2022 Q4	–	Sell	-3,500,000	Closed	-$359M	–	842
2022 Q3	$359M	Buy	3,500,000 +2,500,000	+250%	+$281M	8.63%	2
2022 Q2	$115M	Buy	+1,000,000	New	+$118M	2.99%	9

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

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.