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

Coastwise Capital Group’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	$423K	Sell	4,894 -962	-16%	-$82.6K	0.25%	83
2026 Q1	$508K	Buy	5,856 +42	+0.7%	+$3.69K	0.28%	73
2025 Q4	$507K	Buy	5,814 +1,072	+23%	+$95.8K	0.25%	83
2025 Q3	$424K	Buy	4,742 +44	+0.9%	+$3.85K	0.3%	76
2025 Q2	$415K	Buy	4,698 +540	+13%	+$47.1K	0.33%	71
2025 Q1	$379K	Buy	4,158 +621	+18%	+$55.3K	0.32%	74
2024 Q4	$309K	Buy	3,537 +46	+1%	+$4.23K	0.25%	93
2024 Q3	$342K	Buy	3,491 +187	+6%	+$18K	0.28%	89
2024 Q2	$303K	Buy	3,304 +30	+0.9%	+$2.73K	0.29%	87
2024 Q1	$310K	Buy	3,274 +19	+0.6%	+$1.8K	0.29%	86
2023 Q4	$322K	Buy	3,255 +635	+24%	+$57.4K	0.33%	81
2023 Q3	$232K	Buy	+2,620	New	+$252K	0.27%	99

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

Coastwise Capital Group's TLT Position: Q2 2026 in Review

Coastwise Capital Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q2 2026, selling an estimated $82.6K and leaving 4,894 shares worth $423K. The position accounts for 0.25% of the portfolio, ranked #83.

Coastwise Capital Group first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $508K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Coastwise Capital Group held 4,894 shares of iShares 20+ Year Treasury Bond ETF worth $423K as of Q2 2026.
Coastwise Capital Group sold 962 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $82.6K.
iShares 20+ Year Treasury Bond ETF made up 0.25% of Coastwise Capital Group's portfolio in Q2 2026, its #83 holding.
Coastwise Capital Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Coastwise Capital Group's iShares 20+ Year Treasury Bond ETF position peaked at $508K in Q1 2026.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.