InterCapital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

InterCapital’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 Q1	–	Sell	-117,200	Closed	-$10.3M	–	134
2025 Q4	$10.2M	Buy	+117,200	New	+$10.5M	3.6%	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

InterCapital's TLT Position: Q1 2026 in Review

InterCapital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 117,200 shares — an estimated $10.3M sold.

InterCapital first reported a position in TLT in Q4 2025 and held it in 1 quarter. The position peaked at $10.2M in Q4 2025. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

InterCapital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
InterCapital sold 117,200 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $10.3M.
InterCapital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
InterCapital's iShares 20+ Year Treasury Bond ETF position peaked at $10.2M in Q4 2025.
1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on InterCapital's 13F filing for Q1 2026, filed 15 May 2026.