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

MAI 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	$9.52M	Buy	110,109 +92,555	+527%	+$7.95M	0.04%	354
2026 Q1	$1.52M	Sell	17,554 -951	-5%	-$83.6K	0.01%	656
2025 Q4	$1.61M	Sell	18,505 -6,569	-26%	-$587K	0.01%	624
2025 Q3	$2.24M	Buy	25,074 +10,701	+74%	+$936K	0.01%	511
2025 Q2	$1.27M	Sell	14,373 -4,204	-23%	-$367K	0.01%	597
2025 Q1	$1.69M	Buy	18,577 +329	+2%	+$29.3K	0.01%	509
2024 Q4	$1.59M	Buy	+18,248	New	+$1.68M	0.01%	523

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

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

MAI Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 527% in Q2 2026, buying an estimated $7.95M and bringing the position to 110,109 shares worth $9.52M. The position accounts for 0.04% of the portfolio, ranked #354.

MAI Capital Management first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

MAI Capital Management held 110,109 shares of iShares 20+ Year Treasury Bond ETF worth $9.52M as of Q2 2026.
MAI Capital Management bought 92,555 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.95M.
iShares 20+ Year Treasury Bond ETF made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #354 holding.
MAI Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.