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

KM 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 		$695K Buy
+8,037
New +$690K 0.33% 35
2026
Q1 		– Sell
-33,048
Closed -$2.88M – 93
2025
Q4 		$2.88M Buy
33,048
+4,481
+16% +$401K 1.47% 18
2025
Q3 		$2.55M Buy
28,567
+8,938
+46% +$782K 1.18% 19
2025
Q2 		$1.73M Sell
19,629
-18,388
-48% -$1.6M 0.85% 24
2025
Q1 		$3.46M Buy
38,017
+15,500
+69% +$1.38M 1.86% 14
2024
Q4 		$1.97M Buy
22,517
+8,183
+57% +$753K 1.02% 20
2024
Q3 		$1.41M Sell
14,334
-11,470
-44% -$1.11M 0.75% 22
2024
Q2 		$2.37M Buy
25,804
+5,869
+29% +$535K 1.23% 19
2024
Q1 		$1.89M Sell
19,935
-19,541
-50% -$1.85M 1.05% 22
2023
Q4 		$3.9M Buy
39,476
+9,700
+33% +$876K 2.25% 14
2023
Q3 		$2.64M Sell
29,776
-1,192
-4% -$115K 1.81% 18
2023
Q2 		$3.19M Buy
30,968
+9,948
+47% +$1.03M 2.3% 13
2023
Q1 		$2.24M Buy
21,020
+15,581
+286% +$1.63M 2.06% 13
2022
Q4 		$542K Buy
+5,439
New +$548K 0.54% 34

Other funds holding TLT

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

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

KM Capital Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 8,037 shares worth $695K. The stake represents 0.33% of the portfolio and ranks #35 among its holdings. This is a return to the name: KM Capital Management previously reported a position in TLT as recently as Q4 2025.

KM Capital Management first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.9M in Q4 2023. 1,040 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • KM Capital Management held 8,037 shares of iShares 20+ Year Treasury Bond ETF worth $695K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new KM Capital Management position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.33% of KM Capital Management's portfolio in Q2 2026, its #35 holding.
  • KM Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • KM Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.9M in Q4 2023.
  • 1,040 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.