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Money Concepts Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Money Concepts Capital’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 		$1.96M Sell
22,659
-1,138
-5% -$97.7K 0.09% 206
2026
Q1 		$2.06M Buy
23,797
+18,502
+349% +$1.63M 0.11% 183
2025
Q4 		$461K Buy
5,295
+976
+23% +$87.3K 0.03% 362
2025
Q3 		$386K Buy
4,319
+807
+23% +$70.6K 0.02% 353
2025
Q2 		$310K Buy
+3,512
New +$306K 0.02% 372
2024
Q1 		– Sell
-20,656
Closed -$2.04M – 413
2023
Q4 		$2.04M Buy
20,656
+17,549
+565% +$1.59M 0.19% 130
2023
Q3 		$276K Sell
3,107
-1,046
-25% -$101K 0.03% 301
2023
Q2 		$428K Sell
4,153
-323,799
-99% -$33.6M 0.04% 273
2023
Q1 		$2.04M Buy
327,952
+318,269
+3,287% +$33.3M 0.11% 151
2022
Q4 		$964K Buy
9,683
+3,943
+69% +$397K 0.04% 303
2022
Q3 		$588K Buy
5,740
+1,142
+25% +$129K 0.03% 276
2022
Q2 		$532K Sell
4,598
-1,059
-19% -$125K 0.05% 270
2022
Q1 		$747K Buy
5,657
+4,232
+297% +$584K 0.04% 344
2021
Q4 		$211K Buy
+1,425
New +$210K 0.02% 480
2021
Q1 		$223K Sell
1,644
-14,604
-90% -$2.12M 0.02% 457
2020
Q4 		$2.56M Buy
+16,248
New +$2.58M 0.24% 101

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

Money Concepts Capital's TLT Position: Q2 2026 in Review

Money Concepts Capital reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.8% in Q2 2026, selling an estimated $97.7K and leaving 22,659 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #206.

Money Concepts Capital first reported a position in TLT in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.56M in Q4 2020. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Money Concepts Capital held 22,659 shares of iShares 20+ Year Treasury Bond ETF worth $1.96M as of Q2 2026.
  • Money Concepts Capital sold 1,138 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $97.7K.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of Money Concepts Capital's portfolio in Q2 2026, its #206 holding.
  • Money Concepts Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Money Concepts Capital's iShares 20+ Year Treasury Bond ETF position peaked at $2.56M in Q4 2020.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.