CX Institutional
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
Q3 		$69K Sell
885
-544
-38% -$44.9K ﹤0.01% 953
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

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

CX Institutional's TLT Position: Q3 2026 in Review

CX Institutional reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 38% in Q3 2026, selling an estimated $44.9K and leaving 885 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

CX Institutional first reported a position in TLT in Q3 2018 and has held it in 17 quarters since. The position peaked at $48.1M in Q1 2025. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • CX Institutional held 885 shares of iShares 20+ Year Treasury Bond ETF worth $69K as of Q3 2026.
  • CX Institutional sold 544 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $44.9K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #953 holding.
  • CX Institutional first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2018 and has held it in 17 quarters since.
  • CX Institutional's iShares 20+ Year Treasury Bond ETF position peaked at $48.1M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.