PCP
TLT icon

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
2018
Q2 		– Sell
-688,900
Closed -$84M – 1336
2018
Q1 		$84M Buy
688,900
+271,000
+65% +$32.7M 24.67% 1
2017
Q4 		$53M Buy
+417,900
New +$52.5M 17.07% 1

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Proficio Capital Partners's TLT Position: Q2 2026 in Review

Proficio Capital Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 3,519 shares — an estimated $305K sold.

Proficio Capital Partners first reported a position in TLT in Q4 2015 and held it in 25 quarters. The position peaked at $30.7M in Q3 2020. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Proficio Capital Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Proficio Capital Partners sold 3,519 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $305K.
  • Proficio Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and held it in 25 quarters.
  • Proficio Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $30.7M in Q3 2020.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.