J2 Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J2 Capital 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 Q2	$697K	Buy	8,064 +71	+0.9%	+$6.1K	0.47%	43
2026 Q1	$693K	Buy	7,993 +273	+4%	+$24K	0.48%	51
2025 Q4	$673K	Buy	7,720 +374	+5%	+$33.4K	0.49%	41
2025 Q3	$657K	Buy	+7,346	New	+$643K	0.49%	46
2025 Q2	–	Sell	-6,978	Closed	-$635K	–	129
2025 Q1	$635K	Buy	+6,978	New	+$621K	0.58%	28
2023 Q1	–	Sell	-29,487	Closed	-$2.94M	–	97
2022 Q4	$2.94M	Buy	29,487 +21,535	+271%	+$2.17M	5.03%	4
2022 Q3	$815K	Buy	+7,952	New	+$895K	1.55%	14
2022 Q2	–	Sell	-14,845	Closed	-$1.96M	–	112
2022 Q1	$1.96M	Buy	+14,845	New	+$2.05M	2.15%	15

Other funds holding TLT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

J2 Capital Management's TLT Position: Q2 2026 in Review

J2 Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.89% in Q2 2026, buying an estimated $6.1K and bringing the position to 8,064 shares worth $697K. The position accounts for 0.47% of the portfolio, ranked #43.

J2 Capital Management first reported a position in TLT in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.94M in Q4 2022. 464 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

J2 Capital Management held 8,064 shares of iShares 20+ Year Treasury Bond ETF worth $697K as of Q2 2026.
J2 Capital Management bought 71 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $6.1K.
iShares 20+ Year Treasury Bond ETF made up 0.47% of J2 Capital Management's portfolio in Q2 2026, its #43 holding.
J2 Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 8 quarters since.
J2 Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.94M in Q4 2022.
464 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.