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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
Q2 		– Sell
-6,295
Closed -$546K – 491
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 $1.55T 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

Calton & Associates's TLT Position: Q2 2026 in Review

Calton & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 6,295 shares — an estimated $546K sold.

Calton & Associates first reported a position in TLT in Q4 2017 and held it in 11 quarters. The position peaked at $2.9M in Q3 2021. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Calton & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 6,295 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $546K.
  • Calton & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 11 quarters.
  • Calton & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $2.9M in Q3 2021.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.