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

Monument 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 		– Sell
-51,521
Closed -$4.47M – 281
2026
Q1 		$4.47M Buy
+51,521
New +$4.53M 1.12% 29
2024
Q4 		– Sell
-62,032
Closed -$6.09M – 214
2024
Q3 		$6.09M Buy
+62,032
New +$5.98M 1.68% 9
2024
Q2 		– Sell
-10,660
Closed -$1.01M – 199
2024
Q1 		$1.01M Sell
10,660
-705
-6% -$66.7K 0.29% 83
2023
Q4 		$1.12M Buy
+11,365
New +$1.03M 0.36% 72
2023
Q2 		– Sell
-3,799
Closed -$404K – 173
2023
Q1 		$404K Sell
3,799
-19,711
-84% -$2.06M 0.14% 112
2022
Q4 		$2.34M Buy
23,510
+14,130
+151% +$1.42M 0.8% 39
2022
Q3 		$961K Buy
9,380
+6,957
+287% +$783K 0.36% 74
2022
Q2 		$278K Buy
+2,423
New +$285K 0.1% 125
2022
Q1 		– Sell
-41,249
Closed -$6.11M – 159
2021
Q4 		$6.11M Buy
41,249
+35,160
+577% +$5.18M 1.9% 9
2021
Q3 		$879K Buy
6,089
+1,733
+40% +$257K 0.3% 79
2021
Q2 		$629K Buy
+4,356
New +$608K 0.22% 91

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Monument Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 51,521 shares — an estimated $4.47M sold.

Monument Capital Management first reported a position in TLT in Q2 2021 and held it in 11 quarters. The position peaked at $6.11M in Q4 2021. 448 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Monument Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Monument Capital Management sold 51,521 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.47M.
  • Monument Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and held it in 11 quarters.
  • Monument Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.11M in Q4 2021.
  • 448 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.