Shelton Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $487K | Buy |
5,612
+3,212
| +134% | +$282K | 0.01% | 361 |
|
|
2025
Q4 | $209K | Sell |
2,400
-70
| -3% | -$6.26K | ﹤0.01% | 652 |
|
|
2025
Q3 | $221K | Hold |
2,470
| – | – | ﹤0.01% | 651 |
|
|
2025
Q2 | $218K | Buy |
2,470
+10
| +0.4% | +$872 | 0.01% | 634 |
|
|
2025
Q1 | $224K | Hold |
2,460
| – | – | 0.01% | 617 |
|
|
2024
Q4 | $215K | Buy |
+2,460
| New | +$226K | 0.01% | 667 |
|
|
2023
Q4 | – | Sell |
-2,391
| Closed | -$212K | – | 773 |
|
|
2023
Q3 | $212K | Buy |
2,391
+120
| +5% | +$11.5K | 0.01% | 633 |
|
|
2023
Q2 | $234K | Buy |
2,271
+115
| +5% | +$11.9K | 0.01% | 623 |
|
|
2023
Q1 | $229K | Sell |
2,156
-473
| -18% | -$49.5K | 0.01% | 615 |
|
|
2022
Q4 | $262K | Buy |
2,629
+18
| +0.7% | +$1.81K | 0.03% | 504 |
|
|
2022
Q3 | $267K | Buy |
2,611
+170
| +7% | +$19.1K | 0.01% | 494 |
|
|
2022
Q2 | $280K | Buy |
2,441
+155
| +7% | +$18.3K | 0.01% | 506 |
|
|
2022
Q1 | $302K | Sell |
2,286
-100
| -4% | -$13.8K | 0.01% | 544 |
|
|
2021
Q4 | $354K | Sell |
2,386
-37
| -2% | -$5.45K | 0.01% | 488 |
|
|
2021
Q3 | $350K | Sell |
2,423
-1,219
| -33% | -$181K | 0.01% | 488 |
|
|
2021
Q2 | $526K | Buy |
3,642
+100
| +3% | +$14K | 0.02% | 365 |
|
|
2021
Q1 | $480K | Buy |
3,542
+6
| +0.2% | +$870 | 0.02% | 401 |
|
|
2020
Q4 | $558K | Sell |
3,536
-201
| -5% | -$31.9K | 0.03% | 327 |
|
|
2020
Q3 | $610K | Sell |
3,737
-4,750
| -56% | -$788K | 0.03% | 406 |
|
|
2020
Q2 | $1.39M | Sell |
8,487
-765
| -8% | -$126K | 0.08% | 214 |
|
|
2020
Q1 | $1.53M | Buy |
9,252
+416
| +5% | +$62K | 0.11% | 176 |
|
|
2019
Q4 | $1.2M | Buy |
8,836
+451
| +5% | +$62.8K | 0.07% | 221 |
|
|
2019
Q3 | $1.2M | Buy |
8,385
+1,295
| +18% | +$180K | 0.07% | 213 |
|
|
2019
Q2 | $942K | Buy |
7,090
+6,671
| +1,592% | +$847K | 0.05% | 239 |
|
|
2019
Q1 | $3.31K | Buy |
+419
| New | +$51K | 0.01% | 692 |
|
|
2018
Q2 | – | Sell |
-1,827
| Closed | -$223K | – | 884 |
|
|
2018
Q1 | $223K | Sell |
1,827
-11
| -0.6% | -$1.33K | 0.01% | 720 |
|
|
2017
Q4 | $233K | Sell |
1,838
-133
| -7% | -$16.7K | 0.02% | 738 |
|
|
2017
Q3 | $246K | Sell |
1,971
-474
| -19% | -$59.6K | 0.02% | 677 |
|
|
2017
Q2 | $306K | Buy |
2,445
+17
| +0.7% | +$2.1K | 0.02% | 562 |
|
|
2017
Q1 | $293K | Buy |
2,428
+189
| +8% | +$22.7K | 0.02% | 581 |
|
|
2016
Q4 | $267K | Buy |
2,239
+121
| +6% | +$15.2K | 0.02% | 676 |
|
|
2016
Q3 | $291K | Buy |
2,118
+211
| +11% | +$29.3K | 0.02% | 586 |
|
|
2016
Q2 | $265K | Sell |
1,907
-110
| -5% | -$14.5K | 0.02% | 602 |
|
|
2016
Q1 | $263K | Sell |
2,017
-110
| -5% | -$14.1K | 0.02% | 614 |
|
|
2015
Q4 | $256K | Sell |
2,127
-33
| -2% | -$4.02K | 0.02% | 614 |
|
|
2015
Q3 | $267K | Buy |
2,160
+368
| +21% | +$44.7K | 0.03% | 582 |
|
|
2015
Q2 | $210K | Sell |
1,792
-79
| -4% | -$9.69K | 0.02% | 729 |
|
|
2015
Q1 | $245K | Sell |
1,871
-39
| -2% | -$5.09K | 0.03% | 691 |
|
|
2014
Q4 | $241K | Sell |
1,910
-237
| -11% | -$28.7K | 0.03% | 683 |
|
|
2014
Q3 | $250K | Hold |
2,147
| – | – | 0.03% | 622 |
|
|
2014
Q2 | $244K | Sell |
2,147
-59
| -3% | -$6.58K | 0.03% | 658 |
|
|
2014
Q1 | $241K | Buy |
2,206
+96
| +5% | +$10.2K | 0.04% | 637 |
|
|
2013
Q4 | $215K | Sell |
2,110
-72
| -3% | -$7.54K | 0.03% | 669 |
|
|
2013
Q3 | $232K | Sell |
2,182
-216
| -9% | -$22.9K | 0.04% | 582 |
|
|
2013
Q2 | $265K | Buy |
+2,398
| New | +$282K | 0.05% | 480 |
|
Other funds holding TLT
Shelton Capital Management's TLT Position: Q1 2026 in Review
Shelton Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 134% in Q1 2026, buying an estimated $282K and bringing the position to 5,612 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #361.
Shelton Capital Management first reported a position in TLT in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.53M in Q1 2020. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Shelton Capital Management held 5,612 shares of iShares 20+ Year Treasury Bond ETF worth $487K as of Q1 2026.
- Shelton Capital Management bought 3,212 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $282K.
- iShares 20+ Year Treasury Bond ETF made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #361 holding.
- Shelton Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 45 quarters since.
- Shelton Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.53M in Q1 2020.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.