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

Capital Investment Counsel Inc’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 		$1.47M Buy
17,045
+800
+5% +$68.7K 0.16% 71
2026
Q1 		$1.41M Buy
16,245
+850
+6% +$74.7K 0.17% 75
2025
Q4 		$1.34M Buy
15,395
+4,700
+44% +$420K 0.16% 77
2025
Q3 		$956K Hold
10,695
– – 0.12% 91
2025
Q2 		$944K Buy
10,695
+3,365
+46% +$293K 0.13% 90
2025
Q1 		$667K Buy
7,330
+680
+10% +$60.5K 0.1% 98
2024
Q4 		$581K Buy
+6,650
New +$612K 0.09% 102

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Capital Investment Counsel Inc's TLT Position: Q2 2026 in Review

Capital Investment Counsel Inc increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.9% in Q2 2026, buying an estimated $68.7K and bringing the position to 17,045 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #71.

Capital Investment Counsel Inc first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Capital Investment Counsel Inc held 17,045 shares of iShares 20+ Year Treasury Bond ETF worth $1.47M as of Q2 2026.
  • Capital Investment Counsel Inc bought 800 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $68.7K.
  • iShares 20+ Year Treasury Bond ETF made up 0.16% of Capital Investment Counsel Inc's portfolio in Q2 2026, its #71 holding.
  • Capital Investment Counsel Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Counsel Inc's 13F filing for Q2 2026, filed 27 Jul 2026.