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Moors & Cabot’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Moors & Cabot’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
2024
Q1 		– Sell
-100
Closed -$1.48K – 963
2023
Q4 		$1.48K Buy
+100
New +$9.04K ﹤0.01% 848

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

Moors & Cabot's TLT Position: Q2 2026 in Review

Moors & Cabot increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.2% in Q2 2026, buying an estimated $31K and bringing the position to 11,655 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #387.

Moors & Cabot first reported a position in TLT in Q1 2016 and has held it in 33 quarters since. The position peaked at $4.18M in Q1 2016. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Moors & Cabot held 11,655 shares of iShares 20+ Year Treasury Bond ETF worth $1.01M as of Q2 2026.
  • Moors & Cabot bought 361 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $31K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Moors & Cabot's portfolio in Q2 2026, its #387 holding.
  • Moors & Cabot first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 33 quarters since.
  • Moors & Cabot's iShares 20+ Year Treasury Bond ETF position peaked at $4.18M in Q1 2016.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.