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

Cultivar 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 		$14.1M Buy
162,788
+7,413
+5% +$637K 9.06% 5
2026
Q1 		$13.5M Buy
155,375
+9,187
+6% +$808K 8.61% 5
2025
Q4 		$12.7M Buy
146,188
+4,657
+3% +$416K 8.16% 6
2025
Q3 		$12.6M Buy
141,531
+9,503
+7% +$831K 8.44% 6
2025
Q2 		$11.7M Buy
132,028
+4,476
+4% +$390K 8.42% 6
2025
Q1 		$11.6M Buy
127,552
+4,375
+4% +$389K 9.34% 5
2024
Q4 		$10.8M Buy
123,177
+3,111
+3% +$286K 9.42% 5
2024
Q3 		$11.8M Buy
120,066
+7,308
+6% +$705K 9.69% 4
2024
Q2 		$10.3M Buy
112,758
+11,486
+11% +$1.05M 8.67% 4
2024
Q1 		$9.58M Buy
101,272
+3,871
+4% +$366K 8.18% 6
2023
Q4 		$9.63M Buy
+97,401
New +$8.8M 8.47% 6

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

Cultivar Capital's TLT Position: Q2 2026 in Review

Cultivar Capital increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.8% in Q2 2026, buying an estimated $637K and bringing the position to 162,788 shares worth $14.1M. The position accounts for 9.06% of the portfolio, ranked #5.

Cultivar Capital first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cultivar Capital held 162,788 shares of iShares 20+ Year Treasury Bond ETF worth $14.1M as of Q2 2026.
  • Cultivar Capital bought 7,413 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $637K.
  • iShares 20+ Year Treasury Bond ETF made up 9.06% of Cultivar Capital's portfolio in Q2 2026, its #5 holding.
  • Cultivar Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cultivar Capital's 13F filing for Q2 2026, filed 8 Jul 2026.