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
2025 Q1	–	Sell	-50,000	Closed	-$4.37M	–	255
2024 Q4	$4.37M	Buy	+50,000	New	+$4.6M	6.57%	3
2024 Q3	–	Sell	-250,000	Closed	-$22.9M	–	260
2024 Q2	$22.9M	Buy	+250,000	New	+$22.8M	17.7%	2
2023 Q4	–	Sell	-20,000	Closed	-$1.77M	–	121
2023 Q3	$1.77M	Buy	+20,000	New	+$1.92M	2.91%	3

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ground Swell Capital's TLT Position: Q1 2026 in Review

Ground Swell Capital reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q1 2026, selling an estimated $186K and leaving 10,065 shares worth $873K. The position accounts for 1.72% of the portfolio, ranked #9.

Ground Swell Capital first reported a position in TLT in Q1 2021 and has held it in 16 quarters since. The position peaked at $55.3M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Ground Swell Capital held 10,065 shares of iShares 20+ Year Treasury Bond ETF worth $873K as of Q1 2026.
Ground Swell Capital sold 2,110 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $186K.
iShares 20+ Year Treasury Bond ETF made up 1.72% of Ground Swell Capital's portfolio in Q1 2026, its #9 holding.
Ground Swell Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 16 quarters since.
Ground Swell Capital's iShares 20+ Year Treasury Bond ETF position peaked at $55.3M in Q1 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.