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

Bluefin Capital Management’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 		– Hold
0
– -$825 – 226
2025
Q4 		– Hold
0
– – – 182
2025
Q2 		– Sell
-10,000
Closed -$6.05K – 167
2025
Q1 		$6.05K Buy
+10,000
New +$890K ﹤0.01% 96
2024
Q3 		$8K Hold
20,000
– – ﹤0.01% 106
2024
Q2 		$18.6K Buy
20,000
+3,000
+18% +$273K ﹤0.01% 92
2024
Q1 		$12.7K Sell
17,000
-23,000
-58% -$2.18M ﹤0.01% 116
2023
Q4 		$94.6K Sell
40,000
-40,000
-50% -$3.61M 0.01% 129
2023
Q3 		$49.3K Buy
+80,000
New +$7.69M ﹤0.01% 119
2023
Q2 		– Hold
0
– -$65.1K – 198
2023
Q1 		– Sell
-25,000
Closed -$2.62M – 161
2022
Q4 		$18.6K Buy
+25,000
New +$2.52M ﹤0.01% 326
2022
Q3 		– Sell
-42,400
Closed -$84K – 691
2022
Q2 		$84K Buy
+42,400
New +$4.99M 0.01% 378
2022
Q1 		– Sell
-60,000
Closed -$20K – 979
2021
Q4 		$20K Buy
60,000
+30,000
+100% +$4.42M ﹤0.01% 761
2021
Q3 		$5K Hold
30,000
– – ﹤0.01% 696
2021
Q2 		$22K Hold
30,000
– – ﹤0.01% 555
2021
Q1 		$23K Sell
30,000
-47,500
-61% -$6.89M ﹤0.01% 661
2020
Q4 		$9K Buy
+77,500
New +$12.3M ﹤0.01% 628
2020
Q3 		– Sell
-13,600
Closed -$79K – 557
2020
Q2 		$79K Sell
13,600
-367,700
-96% -$60.5M 0.01% 281
2020
Q1 		$756K Buy
381,300
+351,600
+1,184% +$52.4M 0.1% 147
2019
Q4 		$5K Buy
+29,700
New +$4.13M ﹤0.01% 553
2019
Q3 		– Sell
-27,200
Closed -$13K – 558
2019
Q2 		$13K Buy
+27,200
New +$3.45M ﹤0.01% 299
2019
Q1 		– Sell
-9,000
Closed -$29K – 494
2018
Q4 		$29K Buy
+9,000
New +$1.04M ﹤0.01% 346
2017
Q3 		– Sell
-129,200
Closed -$79K – 580
2017
Q2 		$79K Buy
129,200
+79,100
+158% +$9.77M 0.01% 391
2017
Q1 		$6K Sell
50,100
-53,200
-52% -$6.38M ﹤0.01% 428
2016
Q4 		$78K Buy
+103,300
New +$12.9M ﹤0.01% 392

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bluefin Capital Management's TLT Position: Q1 2026 in Review

Bluefin Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 6,600 shares — an estimated $575K sold.

Bluefin Capital Management first reported a position in TLT in Q2 2013 and held it in 26 quarters. The position peaked at $17.8M in Q4 2019. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Bluefin Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Bluefin Capital Management sold 6,600 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $575K.
  • Bluefin Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 26 quarters.
  • Bluefin Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $17.8M in Q4 2019.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.