Ground Swell Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ground Swell Capital’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 Q2	–	Sell	-10,065	Closed	-$873K	–	223
2026 Q1	$873K	Sell	10,065 -2,110	-17%	-$186K	1.72%	9
2025 Q4	$1.06M	Buy	+12,175	New	+$1.09M	2.18%	4
2025 Q2	–	Sell	-18,136	Closed	-$1.65M	–	259
2025 Q1	$1.65M	Sell	18,136 -85,123	-82%	-$7.58M	3.55%	2
2024 Q4	$9.02M	Sell	103,259 -92,310	-47%	-$8.5M	13.56%	1
2024 Q3	$19.2M	Sell	195,569 -28,453	-13%	-$2.74M	16.87%	1
2024 Q2	$20.6M	Sell	224,022 -360,014	-62%	-$32.8M	15.91%	3
2024 Q1	$55.3M	Buy	584,036 +487,914	+508%	+$46.1M	50.14%	1
2023 Q4	$9.5M	Sell	96,122 -326,428	-77%	-$29.5M	34.96%	1
2023 Q3	$37.5M	Buy	422,550 +325,522	+335%	+$31.3M	61.41%	1
2023 Q2	$9.99M	Sell	97,028 -27,946	-22%	-$2.9M	24.06%	1
2023 Q1	$13.3M	Buy	124,974 +77,579	+164%	+$8.12M	22.29%	3
2022 Q4	$4.72M	Sell	47,395 -12,536	-21%	-$1.26M	20.95%	2
2022 Q3	$6.14M	Sell	59,931 -83,147	-58%	-$9.36M	17.47%	1
2022 Q2	$16.4M	Buy	+143,078	New	+$16.8M	30.14%	1
2021 Q3	–	Sell	-9,700	Closed	-$1.4M	–	125
2021 Q2	$1.4M	Buy	9,700 +4,618	+91%	+$644K	6.65%	2
2021 Q1	$688K	Buy	+5,082	New	+$737K	2.22%	9

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ground Swell Capital's TLT Position: Q2 2026 in Review

Ground Swell Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 10,065 shares — an estimated $873K sold.

Ground Swell Capital first reported a position in TLT in Q1 2021 and held it in 16 quarters. The position peaked at $55.3M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Ground Swell Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Ground Swell Capital sold 10,065 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $873K.
Ground Swell Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 16 quarters.
Ground Swell Capital's iShares 20+ Year Treasury Bond ETF position peaked at $55.3M in Q1 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.