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

Sapient Capital’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 Q3	$312K	Buy	4,008 +37	+0.9%	+$3.05K	﹤0.01%	319
2026 Q2	$343K	Buy	+3,971	New	+$341K	﹤0.01%	310
2024 Q1	–	Sell	-2,446	Closed	-$242K	–	394
2023 Q4	$242K	Buy	+2,446	New	+$221K	0.01%	339

Other funds holding TLT

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Sapient Capital's TLT Position: Q3 2026 in Review

Sapient Capital increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.93% in Q3 2026, buying an estimated $3.05K and bringing the position to 4,008 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Sapient Capital first reported a position in TLT in Q4 2023 and has held it in 3 quarters since. The position peaked at $343K in Q2 2026. 46 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Sapient Capital held 4,008 shares of iShares 20+ Year Treasury Bond ETF worth $312K as of Q3 2026.
Sapient Capital bought 37 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $3.05K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #319 holding.
Sapient Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 3 quarters since.
Sapient Capital's iShares 20+ Year Treasury Bond ETF position peaked at $343K in Q2 2026.
46 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.