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Caldwell Sutter Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Caldwell Sutter Capital’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 		$702K Sell
8,103
-2,329
-22% -$205K 0.29% 91
2025
Q4 		$909K Sell
10,432
-386
-4% -$34.5K 0.39% 72
2025
Q3 		$967K Buy
10,818
+1,376
+15% +$120K 0.41% 64
2025
Q2 		$833K Sell
9,442
-265
-3% -$23.1K 0.38% 70
2025
Q1 		$884K Buy
9,707
+219
+2% +$19.5K 0.42% 63
2024
Q4 		$829K Buy
9,488
+1,896
+25% +$175K 0.39% 72
2024
Q3 		$745K Buy
7,592
+148
+2% +$14.3K 0.35% 76
2024
Q2 		$683K Buy
7,444
+731
+11% +$66.6K 0.34% 83
2024
Q1 		$635K Buy
6,713
+212
+3% +$20.1K 0.31% 89
2023
Q4 		$643K Buy
6,501
+1,129
+21% +$102K 0.33% 89
2023
Q3 		$476K Buy
5,372
+2,228
+71% +$214K 0.26% 103
2023
Q2 		$324K Buy
3,144
+1,872
+147% +$194K 0.17% 131
2023
Q1 		$135K Buy
+1,272
New +$133K 0.1% 165

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

Caldwell Sutter Capital's TLT Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q1 2026, selling an estimated $205K and leaving 8,103 shares worth $702K. The position accounts for 0.29% of the portfolio, ranked #91.

Caldwell Sutter Capital first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $967K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Caldwell Sutter Capital held 8,103 shares of iShares 20+ Year Treasury Bond ETF worth $702K as of Q1 2026.
  • Caldwell Sutter Capital sold 2,329 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $205K.
  • iShares 20+ Year Treasury Bond ETF made up 0.29% of Caldwell Sutter Capital's portfolio in Q1 2026, its #91 holding.
  • Caldwell Sutter Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's iShares 20+ Year Treasury Bond ETF position peaked at $967K in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.