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

Portman Square 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
2026 Q2	$1.3M	Buy	+15,000	New	+$1.29M	0.06%	83
2025 Q2	–	Sell	-225,000	Closed	-$20.5M	–	238
2025 Q1	$20.5M	Buy	+225,000	New	+$20M	0.54%	56

Other funds holding TLT

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return