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

Argyle Capital Partners’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 Q1	$1.88M	Sell	21,668 -1,483	-6%	-$130K	1.35%	19
2025 Q4	$2.02M	Sell	23,151 -5,614	-20%	-$502K	1.47%	19
2025 Q3	$2.57M	Sell	28,765 -2,893	-9%	-$253K	1.84%	9
2025 Q2	$2.79M	Buy	31,658 +1,961	+7%	+$171K	2.3%	7
2025 Q1	$2.7M	Buy	29,697 +4,479	+18%	+$399K	2.32%	7
2024 Q4	$2.2M	Buy	+25,218	New	+$2.32M	1.89%	8

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

Argyle Capital Partners's TLT Position: Q1 2026 in Review

Argyle Capital Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.4% in Q1 2026, selling an estimated $130K and leaving 21,668 shares worth $1.88M. The position accounts for 1.35% of the portfolio, ranked #19.

Argyle Capital Partners first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Argyle Capital Partners held 21,668 shares of iShares 20+ Year Treasury Bond ETF worth $1.88M as of Q1 2026.
Argyle Capital Partners sold 1,483 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $130K.
iShares 20+ Year Treasury Bond ETF made up 1.35% of Argyle Capital Partners's portfolio in Q1 2026, its #19 holding.
Argyle Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Argyle Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.79M in Q2 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.