FPCP
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Fort Point Capital Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fort Point Capital 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
-3,757
Closed -$332K – 239
2025
Q4 		$332K Sell
3,757
-2,020
-35% -$181K 0.04% 188
2025
Q3 		$516K Sell
5,777
-317
-5% -$27.7K 0.06% 142
2025
Q2 		$538K Sell
6,094
-26
-0.4% -$2.27K 0.04% 213
2025
Q1 		$557K Sell
6,120
-4,187
-41% -$373K 0.06% 189
2024
Q4 		$900K Buy
10,307
+1,613
+19% +$148K 0.1% 137
2024
Q3 		$853K Sell
8,694
-1,316
-13% -$127K 0.11% 132
2024
Q2 		$919K Sell
10,010
-368
-4% -$33.5K 0.12% 125
2024
Q1 		$982K Sell
10,378
-257
-2% -$24.3K 0.13% 121
2023
Q4 		$1.05M Buy
10,635
+4,568
+75% +$413K 0.15% 100
2023
Q3 		$538K Sell
6,067
-16,004
-73% -$1.54M 0.08% 135
2023
Q2 		$2.27M Sell
22,071
-4,463
-17% -$463K 0.32% 51
2023
Q1 		$2.82M Buy
26,534
+1,532
+6% +$160K 0.43% 51
2022
Q4 		$2.49M Sell
25,002
-11,238
-31% -$1.13M 0.39% 59
2022
Q3 		$3.71M Sell
36,240
-8,236
-19% -$927K 0.62% 43
2022
Q2 		$5.11M Buy
+44,476
New +$5.24M 0.83% 39
2021
Q1 		– Sell
-1,397
Closed -$220K – 159
2020
Q4 		$220K Sell
1,397
-42,626
-97% -$6.77M 0.05% 137
2020
Q3 		$7.19M Buy
44,023
+4,291
+11% +$712K 1.81% 12
2020
Q2 		$6.51M Buy
+39,732
New +$6.54M 2.04% 14
2018
Q3 		– Sell
-1,863
Closed -$227K – 166
2018
Q2 		$227K Sell
1,863
-1,841
-50% -$220K 0.08% 115
2018
Q1 		$452K Sell
3,704
-1,183
-24% -$143K 0.17% 84
2017
Q4 		$620K Sell
4,887
-718
-13% -$90.1K 0.29% 54
2017
Q3 		$699K Sell
5,605
-1,123
-17% -$141K 0.33% 53
2017
Q2 		$842K Sell
6,728
-436
-6% -$53.9K 0.47% 34
2017
Q1 		$865K Sell
7,164
-310
-4% -$37.2K 0.45% 41
2016
Q4 		$905K Buy
7,474
+1,301
+21% +$163K 0.49% 38
2016
Q3 		$849K Buy
+6,173
New +$857K 0.38% 51

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fort Point Capital Partners's TLT Position: Q1 2026 in Review

Fort Point Capital Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 3,757 shares — an estimated $332K sold.

Fort Point Capital Partners first reported a position in TLT in Q3 2016 and held it in 26 quarters. The position peaked at $7.19M in Q3 2020. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Fort Point Capital Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Fort Point Capital Partners sold 3,757 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $332K.
  • Fort Point Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and held it in 26 quarters.
  • Fort Point Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $7.19M in Q3 2020.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.