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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
2024
Q3 		$36.1K Hold
20,000
– – 0.01% 94
2024
Q2 		$6K Buy
20,000
+3,000
+18% +$273K ﹤0.01% 100
2024
Q1 		$5.87K Sell
17,000
-23,000
-58% -$2.18M ﹤0.01% 125
2023
Q4 		$14.6K Sell
40,000
-20,000
-33% -$1.81M ﹤0.01% 173
2023
Q3 		$101K Buy
+60,000
New +$5.77M 0.01% 107
2023
Q2 		– Hold
0
– -$9.13K – 199
2023
Q1 		– Sell
-25,000
Closed -$2.62M – 208
2022
Q4 		$113K Buy
+25,000
New +$2.52M 0.02% 250
2022
Q3 		– Sell
-42,400
Closed -$119K – 692
2022
Q2 		$119K Buy
42,400
+17,400
+70% +$2.05M 0.01% 351
2022
Q1 		$79K Sell
25,000
-34,300
-58% -$4.73M 0.01% 424
2021
Q4 		$4K Hold
59,300
– – ﹤0.01% 847
2021
Q3 		$72K Sell
59,300
-93,700
-61% -$13.9M 0.01% 536
2021
Q2 		$192K Sell
153,000
-36,300
-19% -$5.06M 0.01% 392
2021
Q1 		$910K Buy
189,300
+139,300
+279% +$20.2M 0.04% 207
2020
Q4 		$100K Buy
+50,000
New +$7.94M 0.01% 506
2020
Q2 		– Sell
-33,100
Closed -$82K – 474
2020
Q1 		$82K Sell
33,100
-132,100
-80% -$19.7M 0.01% 305
2019
Q4 		$270K Buy
+165,200
New +$23M 0.02% 356
2017
Q2 		– Sell
-88,400
Closed -$4K – 597
2017
Q1 		$4K Buy
88,400
+63,200
+251% +$7.59M ﹤0.01% 435
2016
Q4 		$14K Sell
25,200
-71,800
-74% -$8.99M ﹤0.01% 469
2016
Q3 		$4K Buy
+97,000
New +$13.5M ﹤0.01% 420
2016
Q1 		– Sell
-12,000
Closed -$1K – 716
2015
Q4 		$1K Buy
+12,000
New +$1.46M ﹤0.01% 661

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.