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Ranch Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ranch Capital Advisors’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 		$343K Buy
3,974
+34
+0.9% +$2.92K 0.11% 122
2026
Q1 		$342K Buy
3,940
+135
+4% +$11.9K 0.12% 123
2025
Q4 		$332K Buy
3,805
+41
+1% +$3.67K 0.12% 124
2025
Q3 		$336K Buy
3,764
+31
+0.8% +$2.71K 0.13% 122
2025
Q2 		$329K Buy
3,733
+30
+0.8% +$2.62K 0.14% 119
2025
Q1 		$337K Buy
3,703
+179
+5% +$15.9K 0.16% 117
2024
Q4 		$308K Sell
3,524
-4,143
-54% -$381K 0.15% 122
2024
Q3 		$752K Buy
7,667
+3,355
+78% +$324K 0.35% 75
2024
Q2 		$396K Buy
4,312
+1,929
+81% +$176K 0.21% 111
2024
Q1 		$225K Buy
+2,383
New +$225K 0.12% 139
2021
Q3 		– Sell
-190
Closed -$27K – 672
2021
Q2 		$27K Sell
190
-2,100
-92% -$293K 0.02% 424
2021
Q1 		$310K Buy
2,290
+2,100
+1,105% +$304K 0.2% 119
2020
Q4 		$29K Hold
190
– – 0.02% 380
2020
Q3 		$31K Hold
190
– – 0.02% 363
2020
Q2 		$32K Buy
+190
New +$31.3K 0.03% 380

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

Ranch Capital Advisors's TLT Position: Q2 2026 in Review

Ranch Capital Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.86% in Q2 2026, buying an estimated $2.92K and bringing the position to 3,974 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #122.

Ranch Capital Advisors first reported a position in TLT in Q2 2020 and has held it in 15 quarters since. The position peaked at $752K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Ranch Capital Advisors held 3,974 shares of iShares 20+ Year Treasury Bond ETF worth $343K as of Q2 2026.
  • Ranch Capital Advisors bought 34 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.92K.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Ranch Capital Advisors's portfolio in Q2 2026, its #122 holding.
  • Ranch Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • Ranch Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $752K in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.