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Cavalier Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cavalier Investments’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
Q4 		– Sell
-800
Closed -$7.15M – 108
2025
Q3 		$7.15M Buy
+800
New +$70K 0.59% 36

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

Cavalier Investments's TLT Position: Q1 2026 in Review

Cavalier Investments increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 21% in Q1 2026, buying an estimated $1.96M and bringing the position to 129,941 shares worth $11.3M. The position accounts for 0.3% of the portfolio, ranked #35.

Cavalier Investments first reported a position in TLT in Q4 2015 and has held it in 20 quarters since. The position peaked at $12M in Q2 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Cavalier Investments held 129,941 shares of iShares 20+ Year Treasury Bond ETF worth $11.3M as of Q1 2026.
  • Cavalier Investments bought 22,305 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.96M.
  • iShares 20+ Year Treasury Bond ETF made up 0.3% of Cavalier Investments's portfolio in Q1 2026, its #35 holding.
  • Cavalier Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and has held it in 20 quarters since.
  • Cavalier Investments's iShares 20+ Year Treasury Bond ETF position peaked at $12M in Q2 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.