Ocean Park Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ocean Park Asset 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	-459,600	Closed	-$39.8M	–	93
2026 Q1	$39.8M	Buy	459,600 +328,200	+250%	+$28.9M	2.3%	13
2025 Q4	$11.5M	Buy	131,400 +115,330	+718%	+$10.3M	0.54%	30
2025 Q3	$1.44M	Sell	16,070 -931,984	-98%	-$81.5M	0.06%	76
2025 Q2	$86.3M	Hold	948,054	–	–	3.06%	10
2025 Q1	$86.3M	Buy	+948,054	New	+$84.4M	3.06%	10
2024 Q4	–	Sell	-2,689,136	Closed	-$264M	–	100
2024 Q3	$264M	Buy	2,689,136 +1,652,380	+159%	+$159M	11.58%	2
2024 Q2	$95.2M	Buy	+1,036,756	New	+$94.5M	4.51%	5
2024 Q1	–	Sell	-471,300	Closed	-$46.6M	–	75
2023 Q4	$46.6M	Buy	+471,300	New	+$42.6M	2.28%	12
2022 Q1	–	Sell	-7,148,900	Closed	-$1.06B	–	6
2021 Q4	$1.06B	Buy	+7,148,900	New	+$1.05B	88.12%	1

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

Ocean Park Asset Management's TLT Position: Q2 2026 in Review

Ocean Park Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 459,600 shares — an estimated $39.8M sold.

Ocean Park Asset Management first reported a position in TLT in Q4 2021 and held it in 9 quarters. The position peaked at $1.06B in Q4 2021. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Ocean Park Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Ocean Park Asset Management sold 459,600 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $39.8M.
Ocean Park Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 9 quarters.
Ocean Park Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.06B in Q4 2021.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.