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Capital Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Capital Investment Advisors’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 		$324K Sell
3,752
-175
-4% -$15K ﹤0.01% 625
2026
Q1 		$340K Buy
3,927
+1
+0% +$88 0.01% 580
2025
Q4 		$342K Buy
3,926
+68
+2% +$6.08K 0.01% 558
2025
Q3 		$345K Buy
+3,858
New +$337K 0.01% 553
2024
Q4 		– Sell
-4,557
Closed -$447K – 693
2024
Q3 		$447K Buy
4,557
+330
+8% +$31.8K 0.01% 426
2024
Q2 		$388K Buy
4,227
+632
+18% +$57.6K 0.01% 445
2024
Q1 		$340K Sell
3,595
-897
-20% -$84.8K 0.01% 459
2023
Q4 		$444K Buy
4,492
+1,622
+57% +$147K 0.01% 400
2023
Q3 		$255K Buy
+2,870
New +$276K 0.01% 495
2022
Q2 		– Sell
-1,702
Closed -$225K – 598
2022
Q1 		$225K Buy
1,702
+48
+3% +$6.62K 0.01% 531
2021
Q4 		$245K Sell
1,654
-78
-5% -$11.5K 0.01% 508
2021
Q3 		$250K Buy
1,732
+5
+0.3% +$742 0.01% 492
2021
Q2 		$249K Buy
1,727
+42
+2% +$5.86K 0.01% 501
2021
Q1 		$228K Sell
1,685
-867
-34% -$126K 0.01% 487
2020
Q4 		$402K Buy
+2,552
New +$405K 0.02% 364

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 Investment Advisors's TLT Position: Q2 2026 in Review

Capital Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.5% in Q2 2026, selling an estimated $15K and leaving 3,752 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Capital Investment Advisors first reported a position in TLT in Q4 2020 and has held it in 15 quarters since. The position peaked at $447K in Q3 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Capital Investment Advisors held 3,752 shares of iShares 20+ Year Treasury Bond ETF worth $324K as of Q2 2026.
  • Capital Investment Advisors sold 175 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $15K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #625 holding.
  • Capital Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 15 quarters since.
  • Capital Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $447K in Q3 2024.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.