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

Capital Investment Advisory 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
2024 Q1	–	Sell	-22,000	Closed	-$2.18M	–	1026
2023 Q4	$2.18M	Buy	22,000 +2,000	+10%	+$181K	0.2%	94
2023 Q3	$1.77M	Buy	+20,000	New	+$1.92M	0.17%	105

Other funds holding TLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Capital Investment Advisory Services's TLT Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.39% in Q2 2026, selling an estimated $429 and leaving 1,268 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #796.

Capital Investment Advisory Services first reported a position in TLT in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.04M in Q3 2017. 773 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Capital Investment Advisory Services held 1,268 shares of iShares 20+ Year Treasury Bond ETF worth $110K as of Q2 2026.
Capital Investment Advisory Services sold 5 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $429.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #796 holding.
Capital Investment Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and has held it in 38 quarters since.
Capital Investment Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $3.04M in Q3 2017.
773 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.