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

Proficio Capital Partners’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
Q1 		$305K Hold
3,519
– – 0.02% 209
2025
Q4 		$307K Buy
+3,519
New +$315K 0.02% 199
2025
Q2 		– Sell
-102,310
Closed -$9.32M – 476
2025
Q1 		$9.32M Buy
+102,310
New +$9.11M 0.72% 28
2024
Q4 		– Sell
-118,954
Closed -$11.7M – 377
2024
Q3 		$11.7M Buy
+118,954
New +$11.5M 1.16% 21
2022
Q4 		– Sell
-35,183
Closed -$3.28M – 294
2022
Q3 		$3.28M Sell
35,183
-732,224
-95% -$82.4M 0.6% 31
2022
Q2 		$8.15M Buy
767,407
+743,735
+3,142% +$87.6M 1.52% 15
2022
Q1 		$3.13M Buy
23,672
+6,358
+37% +$877K 0.47% 41
2021
Q4 		$2.57M Buy
17,314
+11,114
+179% +$1.64M 0.36% 57
2021
Q3 		$895K Buy
+6,200
New +$921K 0.12% 100
2021
Q1 		– Sell
-56,058
Closed -$6.28M – 282
2020
Q4 		$6.28M Sell
56,058
-129,242
-70% -$20.5M 0.98% 26
2020
Q3 		$30.7M Buy
185,300
+181,644
+4,968% +$30.1M 5.43% 4
2020
Q2 		$599K Sell
3,656
-42,066
-92% -$6.93M 0.12% 81
2020
Q1 		$7.73M Sell
45,722
-3,509
-7% -$523K 1.94% 11
2019
Q4 		$6.67M Buy
49,231
+2,229
+5% +$310K 1.92% 13
2019
Q3 		$6.72M Sell
47,002
-2,863
-6% -$398K 2.51% 10
2019
Q2 		$6.62M Sell
49,865
-2,145
-4% -$272K 2.27% 9
2019
Q1 		$6.58M Sell
52,010
-1,815
-3% -$221K 2.34% 9
2018
Q4 		$6.54M Buy
+53,825
New +$6.23M 2.91% 6
2018
Q2 		– Sell
-168
Closed -$20K – 1337
2018
Q1 		$20K Sell
168
-287
-63% -$34.7K 0.01% 597
2017
Q4 		$58K Sell
455
-24,500
-98% -$3.08M 0.02% 313
2017
Q3 		$3.11M Buy
+24,955
New +$3.14M 1.26% 16
2017
Q2 		– Sell
-22,903
Closed -$2.82M – 1325
2017
Q1 		$2.82M Buy
22,903
+22,735
+13,533% +$2.73M 1.23% 18
2016
Q4 		$20K Buy
+168
New +$21K 0.01% 446
2016
Q2 		– Sell
-74
Closed -$10K – 1169
2016
Q1 		$10K Sell
74
-241
-77% -$30.9K 0.01% 415
2015
Q4 		$38K Buy
+315
New +$38.4K 0.04% 146

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Proficio Capital Partners's TLT Position: Q1 2026 in Review

Proficio Capital Partners held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 3,519 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #209.

Proficio Capital Partners first reported a position in TLT in Q4 2015 and has held it in 25 quarters since. The position peaked at $30.7M in Q3 2020. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Proficio Capital Partners held 3,519 shares of iShares 20+ Year Treasury Bond ETF worth $305K as of Q1 2026.
  • Proficio Capital Partners left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #209 holding.
  • Proficio Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and has held it in 25 quarters since.
  • Proficio Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $30.7M in Q3 2020.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.