Capital Group Private Client Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Capital Group Private Client Services’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	$2.03M	Buy	23,361 +167	+0.7%	+$14.7K	0.03%	157
2025 Q4	$2.02M	Buy	23,194 +337	+1%	+$30.1K	0.03%	176
2025 Q3	$2.04M	Buy	22,857 +256	+1%	+$22.4K	0.03%	177
2025 Q2	$1.99M	Buy	22,601 +247	+1%	+$21.5K	0.02%	211
2025 Q1	$2.03M	Buy	22,354 +148	+0.7%	+$13.2K	0.02%	208
2024 Q4	$1.94M	Buy	22,206 +310	+1%	+$28.5K	0.02%	209
2024 Q3	$2.15M	Buy	21,896 +206	+0.9%	+$19.9K	0.02%	203
2024 Q2	$1.99M	Buy	21,690 +219	+1%	+$20K	0.02%	200
2024 Q1	$2.03M	Buy	21,471 +2,893	+16%	+$274K	0.02%	199
2023 Q4	$1.84M	Buy	18,578 +235	+1%	+$21.2K	0.02%	202
2023 Q3	$1.63M	Buy	18,343 +159	+0.9%	+$15.3K	0.02%	193
2023 Q2	$1.87M	Buy	18,184 +134	+0.7%	+$13.9K	0.02%	185
2023 Q1	$1.92M	Buy	18,050 +3,468	+24%	+$363K	0.02%	175
2022 Q4	$1.45M	Buy	14,582 +139	+1%	+$14K	0.02%	179
2022 Q3	$1.48M	Buy	14,443 +86	+0.6%	+$9.68K	0.02%	181
2022 Q2	$1.65M	Buy	14,357 +1,107	+8%	+$130K	0.02%	184
2022 Q1	$1.75M	Buy	13,250 +36	+0.3%	+$4.97K	0.02%	189
2021 Q4	$1.96M	Buy	13,214 +64	+0.5%	+$9.43K	0.02%	175
2021 Q3	$1.9M	Buy	+13,150	New	+$1.95M	0.02%	172

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

Capital Group Private Client Services's TLT Position: Q1 2026 in Review

Capital Group Private Client Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.72% in Q1 2026, buying an estimated $14.7K and bringing the position to 23,361 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #157.

Capital Group Private Client Services first reported a position in TLT in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.15M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Capital Group Private Client Services held 23,361 shares of iShares 20+ Year Treasury Bond ETF worth $2.03M as of Q1 2026.
Capital Group Private Client Services bought 167 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $14.7K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Capital Group Private Client Services's portfolio in Q1 2026, its #157 holding.
Capital Group Private Client Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
Capital Group Private Client Services's iShares 20+ Year Treasury Bond ETF position peaked at $2.15M in Q3 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.