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

North 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
2025 Q4	–	Sell	-123	Closed	-$11K	–	634
2025 Q3	$11K	Buy	123 +1	+0.8%	+$87	0.01%	374
2025 Q2	$10.8K	Sell	122 -10	-8%	-$872	0.01%	371
2025 Q1	$12K	Buy	+132	New	+$11.8K	0.01%	348

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

North Capital's TLT Position: Q4 2025 in Review

North Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 123 shares — an estimated $11K sold.

North Capital first reported a position in TLT in Q1 2025 and held it in 3 quarters. The position peaked at $12K in Q1 2025. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

North Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
North Capital sold 123 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $11K.
North Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
North Capital's iShares 20+ Year Treasury Bond ETF position peaked at $12K in Q1 2025.
1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.