Cannell & Spears’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cannell & Spears’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	$304K	Hold	3,510	–	–	0.01%	354
2025 Q4	$306K	Hold	3,510	–	–	0.01%	342
2025 Q3	$314K	Hold	3,510	–	–	0.01%	338
2025 Q2	$310K	Hold	3,510	–	–	0.01%	331
2025 Q1	$320K	Hold	3,510	–	–	0.01%	324
2024 Q4	$307K	Buy	+3,510	New	+$323K	0.01%	336
2022 Q3	–	Sell	-4,245	Closed	-$488K	–	208
2022 Q2	$488K	Buy	+4,245	New	+$500K	0.04%	130

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cannell & Spears's TLT Position: Q1 2026 in Review

Cannell & Spears held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 3,510 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #354.

Cannell & Spears first reported a position in TLT in Q2 2022 and has held it in 7 quarters since. The position peaked at $488K in Q2 2022. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Cannell & Spears held 3,510 shares of iShares 20+ Year Treasury Bond ETF worth $304K as of Q1 2026.
Cannell & Spears left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #354 holding.
Cannell & Spears first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 7 quarters since.
Cannell & Spears's iShares 20+ Year Treasury Bond ETF position peaked at $488K in Q2 2022.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.