Maryland Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Maryland Capital Advisors’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	$153K	Buy	+1,772	New	+$152K	0.05%	97
2025 Q4	$154K	Hold	1,772	–	–	0.05%	93
2025 Q3	$158K	Hold	1,772	–	–	0.06%	91
2025 Q2	$156K	Hold	1,772	–	–	0.06%	88
2025 Q1	$161K	Hold	1,772	–	–	0.07%	80
2024 Q4	$155K	Hold	1,772	–	–	0.07%	82
2024 Q3	$174K	Hold	1,772	–	–	0.08%	74
2024 Q2	$163K	Hold	1,772	–	–	0.09%	73
2024 Q1	$168K	Hold	1,772	–	–	0.1%	73
2023 Q4	$175K	Buy	+1,772	New	+$160K	0.12%	69

Other funds holding TLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Maryland Capital Advisors's TLT Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 1,772 shares worth $153K. The stake represents 0.05% of the portfolio and ranks #97 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in TLT as recently as Q4 2025.

Maryland Capital Advisors first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $175K in Q4 2023. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Maryland Capital Advisors held 1,772 shares of iShares 20+ Year Treasury Bond ETF worth $153K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.05% of Maryland Capital Advisors's portfolio in Q2 2026, its #97 holding.
Maryland Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Maryland Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $175K in Q4 2023.
633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.