Cary Street Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cary Street Partners’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	$748K	Buy	8,652 +1,099	+15%	+$94.4K	0.02%	565
2026 Q1	$655K	Sell	7,553 -372	-5%	-$32.7K	0.02%	532
2025 Q4	$691K	Sell	7,925 -2,077	-21%	-$186K	0.02%	521
2025 Q3	$894K	Sell	10,002 -930	-9%	-$81.3K	0.02%	448
2025 Q2	$965K	Buy	10,932 +991	+10%	+$86.4K	0.03%	419
2025 Q1	$905K	Sell	9,941 -1,597	-14%	-$142K	0.03%	412
2024 Q4	$1.01M	Buy	+11,538	New	+$1.06M	0.03%	380

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

Cary Street Partners's TLT Position: Q2 2026 in Review

Cary Street Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q2 2026, buying an estimated $94.4K and bringing the position to 8,652 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #565.

Cary Street Partners first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Cary Street Partners held 8,652 shares of iShares 20+ Year Treasury Bond ETF worth $748K as of Q2 2026.
Cary Street Partners bought 1,099 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $94.4K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #565 holding.
Cary Street Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.01M in Q4 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.