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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s TLT Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 84% in Q1 2026, selling an estimated $4.06M and leaving 8,788 shares worth $762K. The position accounts for 0.32% of the portfolio, ranked #52.

Capstone Wealth Management Group (Pennsylvania) first reported a position in TLT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.55M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 8,788 shares of iShares 20+ Year Treasury Bond ETF worth $762K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 46,219 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $4.06M.
  • iShares 20+ Year Treasury Bond ETF made up 0.32% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #52 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 7 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s iShares 20+ Year Treasury Bond ETF position peaked at $5.55M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.