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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
2023
Q1 		– Sell
-300
Closed -$29.9K – 295
2022
Q4 		$29.9K Buy
+300
New +$30.2K ﹤0.01% 270

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.