CSC
TLT icon

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
Q2 		$567K Sell
6,559
-1,544
-19% -$133K 0.21% 113
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 $1.55T 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

Caldwell Sutter Capital's TLT Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 19% in Q2 2026, selling an estimated $133K and leaving 6,559 shares worth $567K. The position accounts for 0.21% of the portfolio, ranked #113.

Caldwell Sutter Capital first reported a position in TLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $967K in Q3 2025. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Caldwell Sutter Capital held 6,559 shares of iShares 20+ Year Treasury Bond ETF worth $567K as of Q2 2026.
  • Caldwell Sutter Capital sold 1,544 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $133K.
  • iShares 20+ Year Treasury Bond ETF made up 0.21% of Caldwell Sutter Capital's portfolio in Q2 2026, its #113 holding.
  • Caldwell Sutter Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShares 20+ Year Treasury Bond ETF position peaked at $967K in Q3 2025.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.