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Capital Analysts LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Capital Analysts LLC’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 		$617K Buy
7,140
+5,327
+294% +$457K 0.01% 461
2026
Q1 		$158K Buy
1,813
+320
+21% +$28.1K ﹤0.01% 689
2025
Q4 		$130K Buy
1,493
+1,261
+544% +$113K ﹤0.01% 708
2025
Q3 		$21K Sell
232
-26
-10% -$2.27K ﹤0.01% 1074
2025
Q2 		$23K Sell
258
-508
-66% -$44.3K ﹤0.01% 990
2025
Q1 		$70K Sell
766
-27,053
-97% -$2.41M ﹤0.01% 723
2024
Q4 		$2.43M Buy
27,819
+9,457
+52% +$870K 0.1% 160
2024
Q3 		$1.8M Buy
18,362
+3,558
+24% +$343K 0.07% 187
2024
Q2 		$1.36M Buy
14,804
+8,936
+152% +$814K 0.06% 215
2024
Q1 		$555K Sell
5,868
-1,561
-21% -$148K 0.03% 305
2023
Q4 		$735K Buy
7,429
+769
+12% +$69.5K 0.04% 268
2023
Q3 		$591K Buy
6,660
+6,588
+9,150% +$633K 0.03% 280
2023
Q2 		$7K Buy
+72
New +$7.47K ﹤0.01% 862
2022
Q4 		– Sell
-32
Closed -$3K – 1159
2022
Q3 		$3K Sell
32
-158
-83% -$17.8K ﹤0.01% 963
2022
Q2 		$22K Buy
190
+158
+494% +$18.6K ﹤0.01% 698
2022
Q1 		$4K Hold
32
– – ﹤0.01% 846
2021
Q4 		$5K Hold
32
– – ﹤0.01% 889
2021
Q3 		$5K Sell
32
-14
-30% -$2.08K ﹤0.01% 861
2021
Q2 		$7K Hold
46
– – ﹤0.01% 791
2021
Q1 		$6K Hold
46
– – ﹤0.01% 856
2020
Q4 		$7K Sell
46
-2,370
-98% -$376K ﹤0.01% 605
2020
Q3 		$394K Buy
2,416
+2,384
+7,450% +$395K 0.04% 211
2020
Q2 		$5K Buy
+32
New +$5.27K ﹤0.01% 614
2020
Q1 		– Sell
-26
Closed -$4K – 738
2019
Q4 		$4K Sell
26
-3
-10% -$418 ﹤0.01% 633
2019
Q3 		$4K Buy
+29
New +$4.03K ﹤0.01% 630
2016
Q2 		– Sell
-5,335
Closed -$697K – 382
2016
Q1 		$697K Buy
+5,335
New +$683K 0.14% 118

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

Capital Analysts LLC's TLT Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 294% in Q2 2026, buying an estimated $457K and bringing the position to 7,140 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #461.

Capital Analysts LLC first reported a position in TLT in Q1 2016 and has held it in 26 quarters since. The position peaked at $2.43M in Q4 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Capital Analysts LLC held 7,140 shares of iShares 20+ Year Treasury Bond ETF worth $617K as of Q2 2026.
  • Capital Analysts LLC bought 5,327 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $457K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #461 holding.
  • Capital Analysts LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 26 quarters since.
  • Capital Analysts LLC's iShares 20+ Year Treasury Bond ETF position peaked at $2.43M in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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