Capital Wealth Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Capital Wealth Planning’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
2025 Q2	–	Sell	-20,415	Closed	-$1.86M	–	154
2025 Q1	$1.86M	Buy	+20,415	New	+$1.82M	0.02%	83
2023 Q1	–	Sell	-18,737	Closed	-$1.87M	–	156
2022 Q4	$1.87M	Buy	18,737 +728	+4%	+$73.4K	0.03%	42
2022 Q3	$1.84M	Buy	18,009 +10,304	+134%	+$1.16M	0.03%	41
2022 Q2	$885K	Buy	+7,705	New	+$907K	0.02%	54
2020 Q1	–	Sell	-2,459	Closed	-$333K	–	268
2019 Q4	$333K	Sell	2,459 -1,257	-34%	-$175K	0.02%	143
2019 Q3	$517K	Buy	+3,716	New	+$516K	0.03%	133
2017 Q3	–	Sell	-27,366	Closed	-$3.42M	–	197
2017 Q2	$3.42M	Buy	+27,366	New	+$3.38M	0.55%	30
2014 Q2	–	Sell	-2,520	Closed	-$275K	–	161
2014 Q1	$275K	Buy	+2,520	New	+$269K	0.12%	97

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Capital Wealth Planning's TLT Position: Q2 2025 in Review

Capital Wealth Planning sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 20,415 shares — an estimated $1.86M sold.

Capital Wealth Planning first reported a position in TLT in Q1 2014 and held it in 8 quarters. The position peaked at $3.42M in Q2 2017. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Capital Wealth Planning reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Capital Wealth Planning sold 20,415 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $1.86M.
Capital Wealth Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and held it in 8 quarters.
Capital Wealth Planning's iShares 20+ Year Treasury Bond ETF position peaked at $3.42M in Q2 2017.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Capital Wealth Planning's 13F filing for Q2 2025, filed 7 Aug 2025.