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 $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
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.