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Calton & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Calton & Associates’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 		$546K Buy
6,295
+2,868
+84% +$252K 0.08% 219
2025
Q4 		$299K Buy
+3,427
New +$306K 0.04% 327
2022
Q3 		– Sell
-1,984
Closed -$227K – 251
2022
Q2 		$227K Buy
+1,984
New +$234K 0.13% 194
2022
Q1 		– Sell
-2,174
Closed -$322K – 407
2021
Q4 		$322K Sell
2,174
-17,932
-89% -$2.64M 0.09% 247
2021
Q3 		$2.9M Buy
+20,106
New +$2.99M 0.64% 37
2021
Q1 		– Sell
-1,688
Closed -$266K – 431
2020
Q4 		$266K Sell
1,688
-240
-12% -$38.1K 0.05% 288
2020
Q3 		$315K Sell
1,928
-3,509
-65% -$582K 0.06% 228
2020
Q2 		$891K Buy
5,437
+316
+6% +$52K 0.19% 93
2020
Q1 		$845K Buy
+5,121
New +$763K 0.21% 91
2019
Q4 		– Sell
-5,415
Closed -$775K – 391
2019
Q3 		$775K Buy
+5,415
New +$753K 0.17% 106
2018
Q1 		– Sell
-4,526
Closed -$559K – 1183
2017
Q4 		$559K Buy
+4,526
New +$568K 0.14% 139

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

Calton & Associates's TLT Position: Q1 2026 in Review

Calton & Associates increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 84% in Q1 2026, buying an estimated $252K and bringing the position to 6,295 shares worth $546K. The position accounts for 0.08% of the portfolio, ranked #219.

Calton & Associates first reported a position in TLT in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.9M in Q3 2021. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Calton & Associates held 6,295 shares of iShares 20+ Year Treasury Bond ETF worth $546K as of Q1 2026.
  • Calton & Associates bought 2,868 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $252K.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Calton & Associates's portfolio in Q1 2026, its #219 holding.
  • Calton & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 11 quarters since.
  • Calton & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $2.9M in Q3 2021.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.