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Chicago Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Chicago Capital’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 		$328K Hold
3,800
– – 0.01% 311
2026
Q1 		$329K Hold
3,800
– – 0.01% 296
2025
Q4 		$331K Hold
3,800
– – 0.01% 299
2025
Q3 		$340K Hold
3,800
– – 0.01% 290
2025
Q2 		$335K Buy
+3,800
New +$331K 0.01% 291

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Chicago Capital's TLT Position: Q2 2026 in Review

Chicago Capital held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 3,800 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #311.

Chicago Capital first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $340K in Q3 2025. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Chicago Capital held 3,800 shares of iShares 20+ Year Treasury Bond ETF worth $328K as of Q2 2026.
  • Chicago Capital left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #311 holding.
  • Chicago Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Chicago Capital's iShares 20+ Year Treasury Bond ETF position peaked at $340K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.