Fulcrum Equity Management
TLT icon

Fulcrum Equity Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fulcrum Equity 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 		$1.32K Sell
17
-202
-92% -$16.7K ﹤0.01% 132
2026
Q2 		$18.9K Buy
+219
New +$18.8K 0.01% 144
2025
Q2 		– Sell
-4,258
Closed -$388K – 124
2025
Q1 		$388K Sell
4,258
-1,941
-31% -$173K 0.42% 57
2024
Q4 		$541K Sell
6,199
-328
-5% -$30.2K 0.54% 59
2024
Q3 		$640K Sell
6,527
-73
-1% -$7.04K 0.54% 57
2024
Q2 		$606K Buy
+6,600
New +$601K 0.54% 61
2023
Q1 		– Sell
-15,675
Closed -$1.56M – 107
2022
Q4 		$1.56M Sell
15,675
-3,142
-17% -$317K 1.28% 28
2022
Q3 		$1.93M Buy
+18,817
New +$2.12M 1.63% 26
2022
Q1 		– Sell
-2,161
Closed -$320K – 181
2021
Q4 		$320K Sell
2,161
-1,483
-41% -$219K 0.12% 122
2021
Q3 		$526K Buy
+3,644
New +$541K 0.2% 83
2021
Q2 		– Sell
-2,410
Closed -$326K – 234
2021
Q1 		$326K Sell
2,410
-10,327
-81% -$1.5M 0.13% 138
2020
Q4 		$2.01M Buy
12,737
+300
+2% +$47.6K 0.8% 47
2020
Q3 		$2.03M Buy
12,437
+9,000
+262% +$1.49M 0.94% 33
2020
Q2 		$563K Buy
+3,437
New +$566K 0.27% 65
2020
Q1 		– Sell
-3,079
Closed -$417K – 89
2019
Q4 		$417K Sell
3,079
-7,865
-72% -$1.09M 0.22% 74
2019
Q3 		$1.57M Buy
10,944
+3,501
+47% +$487K 0.79% 17
2019
Q2 		$1.04M Buy
+7,443
New +$945K 0.5% 18

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Fulcrum Equity Management's TLT Position: Q3 2026 in Review

Fulcrum Equity Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 92% in Q3 2026, selling an estimated $16.7K and leaving 17 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

Fulcrum Equity Management first reported a position in TLT in Q2 2019 and has held it in 17 quarters since. The position peaked at $2.03M in Q3 2020. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Fulcrum Equity Management held 17 shares of iShares 20+ Year Treasury Bond ETF worth $1.32K as of Q3 2026.
  • Fulcrum Equity Management sold 202 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $16.7K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Fulcrum Equity Management's portfolio in Q3 2026, its #132 holding.
  • Fulcrum Equity Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 17 quarters since.
  • Fulcrum Equity Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.03M in Q3 2020.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.