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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
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 $1.37T 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.