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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 $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cavalier Investments's TLT Position: Q2 2026 in Review

Cavalier Investments increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 28% in Q2 2026, buying an estimated $3.14M and bringing the position to 166,457 shares worth $14.4M. The position accounts for 0.6% of the portfolio, ranked #22.

Cavalier Investments first reported a position in TLT in Q4 2015 and has held it in 21 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cavalier Investments held 166,457 shares of iShares 20+ Year Treasury Bond ETF worth $14.4M as of Q2 2026.
  • Cavalier Investments bought 36,516 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.14M.
  • iShares 20+ Year Treasury Bond ETF made up 0.6% of Cavalier Investments's portfolio in Q2 2026, its #22 holding.
  • Cavalier Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and has held it in 21 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.