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Paragon Capital Management (Utah)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Paragon Capital Management (Utah)’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 		$1.06M Buy
12,301
+121
+1% +$10.4K 0.79% 50
2026
Q1 		$1.06M Buy
12,180
+279
+2% +$24.5K 0.89% 46
2025
Q4 		$1.04M Sell
11,901
-43
-0.4% -$3.85K 0.8% 47
2025
Q3 		$1.07M Buy
11,944
+793
+7% +$69.4K 0.8% 48
2025
Q2 		$984K Buy
11,151
+62
+0.6% +$5.41K 0.75% 52
2025
Q1 		$1.01M Buy
11,089
+223
+2% +$19.9K 0.82% 47
2024
Q4 		$949K Sell
10,866
-303
-3% -$27.9K 0.74% 50
2024
Q3 		$1.1M Buy
11,169
+1,228
+12% +$118K 0.81% 46
2024
Q2 		$912K Buy
9,941
+909
+10% +$82.8K 0.7% 52
2024
Q1 		$855K Sell
9,032
-247
-3% -$23.4K 0.64% 52
2023
Q4 		$918K Buy
9,279
+760
+9% +$68.7K 0.73% 51
2023
Q3 		$756K Buy
8,519
+832
+11% +$80K 0.65% 50
2023
Q2 		$791K Buy
7,687
+342
+5% +$35.5K 0.67% 51
2023
Q1 		$781K Sell
7,345
-329
-4% -$34.4K 0.68% 54
2022
Q4 		$764K Buy
7,674
+827
+12% +$83.3K 0.71% 51
2022
Q3 		$701K Buy
6,847
+414
+6% +$46.6K 0.69% 51
2022
Q2 		$739K Buy
6,433
+1,256
+24% +$148K 0.75% 48
2022
Q1 		$684K Buy
5,177
+6
+0.1% +$828 0.63% 53
2021
Q4 		$766K Buy
+5,171
New +$762K 0.65% 50

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Paragon Capital Management (Utah)'s TLT Position: Q2 2026 in Review

Paragon Capital Management (Utah) increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.99% in Q2 2026, buying an estimated $10.4K and bringing the position to 12,301 shares worth $1.06M. The position accounts for 0.79% of the portfolio, ranked #50.

Paragon Capital Management (Utah) first reported a position in TLT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q3 2024. 577 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Paragon Capital Management (Utah) held 12,301 shares of iShares 20+ Year Treasury Bond ETF worth $1.06M as of Q2 2026.
  • Paragon Capital Management (Utah) bought 121 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $10.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.79% of Paragon Capital Management (Utah)'s portfolio in Q2 2026, its #50 holding.
  • Paragon Capital Management (Utah) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Paragon Capital Management (Utah)'s iShares 20+ Year Treasury Bond ETF position peaked at $1.1M in Q3 2024.
  • 577 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.