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 $1.37T 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

Aptus Capital Advisors's TLT Position: Q1 2026 in Review

Aptus Capital Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 37% in Q1 2026, selling an estimated $449K and leaving 8,761 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #629.

Aptus Capital Advisors first reported a position in TLT in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.44M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Aptus Capital Advisors held 8,761 shares of iShares 20+ Year Treasury Bond ETF worth $759K as of Q1 2026.
Aptus Capital Advisors sold 5,111 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $449K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #629 holding.
Aptus Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
Aptus Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.44M in Q1 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.