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

Fourpath Capital Management’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	–	Sell	-163,224	Closed	-$14.1M	–	238
2026 Q2	$14.1M	Buy	+163,224	New	+$14M	1.86%	14
2024 Q4	–	Sell	-425	Closed	-$41.7K	–	709
2024 Q3	$41.7K	Buy	+425	New	+$41K	0.01%	358
2023 Q2	–	Sell	-54,443	Closed	-$5.79M	–	129
2023 Q1	$5.79M	Buy	+54,443	New	+$5.7M	4.05%	4
2022 Q4	–	Sell	-49,247	Closed	-$5.04M	–	124
2022 Q3	$5.04M	Buy	49,247 +571	+1%	+$64.3K	3.45%	8
2022 Q2	$5.59M	Sell	48,676 -64,071	-57%	-$7.55M	3.48%	5
2022 Q1	$14.9M	Buy	112,747 +59,202	+111%	+$8.17M	5.92%	4
2021 Q4	$7.94M	Buy	+53,545	New	+$7.89M	3.05%	9

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Fourpath Capital Management's TLT Position: Q3 2026 in Review

Fourpath Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 163,224 shares — an estimated $14.1M sold.

Fourpath Capital Management first reported a position in TLT in Q4 2021 and held it in 7 quarters. The position peaked at $14.9M in Q1 2022. 161 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Fourpath Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Fourpath Capital Management sold 163,224 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $14.1M.
Fourpath Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Fourpath Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $14.9M in Q1 2022.
161 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.