CMP
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Coston McIsaac & Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Coston McIsaac & 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
Q1 		– Sell
-30
Closed -$2K – 915
2025
Q4 		$2K Buy
+30
New +$2.68K ﹤0.01% 759
2025
Q3 		– Sell
-90
Closed -$7K – 858
2025
Q2 		$7K Hold
90
– – ﹤0.01% 578
2025
Q1 		$8K Hold
90
– – ﹤0.01% 540
2024
Q4 		$7K Hold
90
– – ﹤0.01% 544
2024
Q3 		$8K Hold
90
– – ﹤0.01% 540
2024
Q2 		$8K Hold
90
– – ﹤0.01% 506
2024
Q1 		$8K Sell
90
-20
-18% -$1.89K ﹤0.01% 515
2023
Q4 		$10K Buy
+110
New +$9.94K ﹤0.01% 474

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Coston McIsaac & Partners's TLT Position: Q1 2026 in Review

Coston McIsaac & Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 30 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in TLT in Q4 2023 and held it in 8 quarters. The position peaked at $10K in Q4 2023. 1,101 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Coston McIsaac & Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Coston McIsaac & Partners sold 30 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
  • Coston McIsaac & Partners's iShares 20+ Year Treasury Bond ETF position peaked at $10K in Q4 2023.
  • 1,101 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.