CI
TLT icon

CX Institutional’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

CX Institutional’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 		$123K Sell
1,429
-3,195
-69% -$274K ﹤0.01% 823
2026
Q1 		$401K Buy
4,624
+87
+2% +$7.65K 0.01% 518
2025
Q4 		$395K Buy
4,537
+454
+11% +$40.6K 0.01% 486
2025
Q3 		$365K Sell
4,083
-3,178
-44% -$278K 0.01% 515
2025
Q2 		$641K Sell
7,261
-521,226
-99% -$45.4M 0.02% 327
2025
Q1 		$48.1M Buy
528,487
+62,905
+14% +$5.6M 1.82% 13
2024
Q4 		$40.7M Buy
465,582
+156,138
+50% +$14.4M 1.61% 17
2024
Q3 		$30.4M Buy
309,444
+20,079
+7% +$1.94M 1.35% 14
2024
Q2 		$26.6M Sell
289,365
-113,366
-28% -$10.3M 1.25% 18
2024
Q1 		$38.1M Buy
402,731
+52,127
+15% +$4.93M 1.83% 5
2023
Q4 		$34.7M Sell
350,604
-2,096
-0.6% -$189K 1.85% 4
2023
Q3 		$31.2M Buy
352,700
+188,567
+115% +$18.1M 1.72% 6
2023
Q2 		$16.9M Sell
164,133
-3,491
-2% -$362K 0.88% 25
2023
Q1 		$17.9M Buy
+167,624
New +$17.5M 0.95% 23
2020
Q3 		– Sell
-88
Closed -$14K – 914
2020
Q2 		$14K Buy
+88
New +$14.5K ﹤0.01% 516
2018
Q4 		– Sell
-19
Closed -$2K – 561
2018
Q3 		$2K Buy
+19
New +$2.28K ﹤0.01% 331

Other funds holding TLT

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

CX Institutional's TLT Position: Q2 2026 in Review

CX Institutional reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 69% in Q2 2026, selling an estimated $274K and leaving 1,429 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

CX Institutional first reported a position in TLT in Q3 2018 and has held it in 16 quarters since. The position peaked at $48.1M in Q1 2025. 194 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • CX Institutional held 1,429 shares of iShares 20+ Year Treasury Bond ETF worth $123K as of Q2 2026.
  • CX Institutional sold 3,195 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $274K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #823 holding.
  • CX Institutional first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2018 and has held it in 16 quarters since.
  • CX Institutional's iShares 20+ Year Treasury Bond ETF position peaked at $48.1M in Q1 2025.
  • 194 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.