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

Objective 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	-2,900	Closed	-$251K	–	107
2026 Q1	$251K	Buy	+2,900	New	+$255K	0.25%	81
2025 Q3	–	Sell	-2,668	Closed	-$235K	–	90
2025 Q2	$235K	Buy	2,668 +375	+16%	+$32.7K	0.26%	72
2025 Q1	$209K	Buy	+2,293	New	+$204K	0.27%	75
2024 Q4	–	Sell	-8,016	Closed	-$786K	–	152
2024 Q3	$786K	Buy	+8,016	New	+$773K	0.46%	49
2024 Q1	$613K	Buy	6,481 +2,067	+47%	+$196K	0.41%	56
2023 Q4	$436K	Buy	4,414 +931	+27%	+$84.1K	0.33%	66
2023 Q3	$309K	Buy	3,483 +783	+29%	+$75.3K	0.27%	77
2023 Q2	$278K	Buy	+2,700	New	+$280K	0.24%	76

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

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

Objective Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,900 shares — an estimated $251K sold.

Objective Capital Management first reported a position in TLT in Q2 2023 and held it in 8 quarters. The position peaked at $786K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Objective Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Objective Capital Management sold 2,900 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $251K.
Objective Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 8 quarters.
Objective Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $786K in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.