Capstone Wealth Management Group (Pennsylvania)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$591K	Sell	6,843 -1,945	-22%	-$167K	0.21%	57
2026 Q1	$762K	Sell	8,788 -46,219	-84%	-$4.06M	0.32%	52
2025 Q4	$4.79M	Buy	55,007 +44,972	+448%	+$4.02M	2.01%	16
2025 Q3	$897K	Buy	10,035 +61	+0.6%	+$5.33K	0.38%	38
2025 Q2	$880K	Sell	9,974 -40,873	-80%	-$3.56M	0.84%	27
2025 Q1	$4.63M	Buy	50,847 +40,863	+409%	+$3.64M	2.64%	11
2024 Q4	$872K	Sell	9,984 -46,627	-82%	-$4.29M	0.47%	49
2024 Q3	$5.55M	Buy	+56,611	New	+$5.46M	3.29%	8

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania)'s TLT Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q2 2026, selling an estimated $167K and leaving 6,843 shares worth $591K. The position accounts for 0.21% of the portfolio, ranked #57.

Capstone Wealth Management Group (Pennsylvania) first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.55M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 6,843 shares of iShares 20+ Year Treasury Bond ETF worth $591K as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) sold 1,945 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $167K.
iShares 20+ Year Treasury Bond ETF made up 0.21% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #57 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s iShares 20+ Year Treasury Bond ETF position peaked at $5.55M in Q3 2024.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.