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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's TLT Position: Q1 2026 in Review

Money Concepts Capital increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 349% in Q1 2026, buying an estimated $1.63M and bringing the position to 23,797 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #183.

Money Concepts Capital first reported a position in TLT in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.56M in Q4 2020. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Money Concepts Capital held 23,797 shares of iShares 20+ Year Treasury Bond ETF worth $2.06M as of Q1 2026.
  • Money Concepts Capital bought 18,502 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.63M.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Money Concepts Capital's portfolio in Q1 2026, its #183 holding.
  • Money Concepts Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 15 quarters since.
  • Money Concepts Capital's iShares 20+ Year Treasury Bond ETF position peaked at $2.56M in Q4 2020.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.