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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
Q2 		$9.51M Buy
110,000
+40,000
+57% +$3.43M 2.37% 14
2026
Q1 		$6.07M Hold
70,000
– – 2.03% 14
2025
Q4 		$6.1M Buy
+70,000
New +$6.26M 2.15% 13

Other funds holding TLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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. 1,092 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.
  • 1,092 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.