CJ
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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
2025
Q1 		– Sell
-7,000
Closed -$611K – 737
2024
Q4 		$611K Buy
7,000
+1,900
+37% +$175K 0.4% 61
2024
Q3 		$458K Buy
5,100
+4,100
+410% +$395K 0.29% 80
2024
Q2 		$91.8K Sell
1,000
-1,100
-52% -$100K 0.07% 177
2024
Q1 		$199K Buy
+2,100
New +$199K 0.15% 119

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 $235B AUM 32.99% 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

Caitlin John's TLT Position: Q1 2026 in Review

Caitlin John increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q1 2026, buying an estimated $70K and bringing the position to 5,271 shares worth $457K. The position accounts for 0.27% of the portfolio, ranked #63.

Caitlin John first reported a position in TLT in Q4 2023 and has held it in 8 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Caitlin John held 5,271 shares of iShares 20+ Year Treasury Bond ETF worth $457K as of Q1 2026.
  • Caitlin John bought 796 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $70K.
  • iShares 20+ Year Treasury Bond ETF made up 0.27% of Caitlin John's portfolio in Q1 2026, its #63 holding.
  • Caitlin John first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.