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

SharpePoint’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 		$1.4M Sell
16,238
-84,077
-84% -$7.22M 0.7% 48
2026
Q1 		$8.7M Buy
100,315
+7,663
+8% +$674K 5.19% 1
2025
Q4 		$8.08M Buy
92,652
+29,202
+46% +$2.61M 4.84% 2
2025
Q3 		$5.67M Buy
63,450
+9,850
+18% +$862K 5.11% 2
2025
Q2 		$4.73M Sell
53,600
-4,000
-7% -$349K 4.87% 3
2025
Q1 		$5.2M Sell
57,600
-84,377
-59% -$7.51M 4.55% 2
2024
Q4 		$12.4M Buy
+141,977
New +$13.1M 11.17% 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

SharpePoint's TLT Position: Q2 2026 in Review

SharpePoint reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 84% in Q2 2026, selling an estimated $7.22M and leaving 16,238 shares worth $1.4M. The position accounts for 0.7% of the portfolio, ranked #48.

SharpePoint first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.4M in Q4 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • SharpePoint held 16,238 shares of iShares 20+ Year Treasury Bond ETF worth $1.4M as of Q2 2026.
  • SharpePoint sold 84,077 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.22M.
  • iShares 20+ Year Treasury Bond ETF made up 0.7% of SharpePoint's portfolio in Q2 2026, its #48 holding.
  • SharpePoint first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • SharpePoint's iShares 20+ Year Treasury Bond ETF position peaked at $12.4M in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on SharpePoint's 13F filing for Q2 2026, filed 29 Jul 2026.