Caitlin John’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Caitlin John’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 Q2	$369K	Sell	4,267 -1,004	-19%	-$86.2K	0.2%	139
2026 Q1	$457K	Buy	5,271 +796	+18%	+$70K	0.27%	63
2025 Q4	$390K	Buy	4,475 +2,009	+81%	+$180K	0.26%	88
2025 Q3	$220K	Buy	+2,466	New	+$216K	0.15%	124
2025 Q1	–	Sell	-3,835	Closed	-$335K	–	738
2024 Q4	$335K	Sell	3,835 -318	-8%	-$29.3K	0.22%	98
2024 Q3	$373K	Buy	4,153 +3,948	+1,926%	+$381K	0.23%	102
2024 Q2	$18.8K	Hold	205	–	–	0.01%	357
2024 Q1	$19.4K	Sell	205 -180	-47%	-$17K	0.01%	364
2023 Q4	$38.1K	Buy	+385	New	+$34.8K	0.03%	252

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

Caitlin John's TLT Position: Q2 2026 in Review

Caitlin John reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 19% in Q2 2026, selling an estimated $86.2K and leaving 4,267 shares worth $369K. The position accounts for 0.2% of the portfolio, ranked #139.

Caitlin John first reported a position in TLT in Q4 2023 and has held it in 9 quarters since. The position peaked at $457K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Caitlin John held 4,267 shares of iShares 20+ Year Treasury Bond ETF worth $369K as of Q2 2026.
Caitlin John sold 1,004 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $86.2K.
iShares 20+ Year Treasury Bond ETF made up 0.2% of Caitlin John's portfolio in Q2 2026, its #139 holding.
Caitlin John first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's iShares 20+ Year Treasury Bond ETF position peaked at $457K in Q1 2026.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.