Core Capital Management & Research, inc.’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Core Capital Management & Research, inc.’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	$52.8K	Buy	+643	New	+$55.2K	0.03%	116

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Core Capital Management & Research, inc.'s TLT Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 643 shares worth $52.8K. The stake represents 0.03% of the portfolio and ranks #116 among its holdings.

1,045 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Core Capital Management & Research, inc. held 643 shares of iShares 20+ Year Treasury Bond ETF worth $52.8K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Core Capital Management & Research, inc. position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #116 holding.
1,045 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.