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

Sicart Associates’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	$9.5M	Sell	118,762 -3,073	-3%	-$253K	2.3%	16
2026 Q2	$10.5M	Sell	121,835 -670	-0.5%	-$57.5K	2.58%	13
2026 Q1	$10.6M	Hold	122,505	–	–	2.73%	11
2025 Q4	$10.7M	Sell	122,505 -36,474	-23%	-$3.26M	2.83%	11
2025 Q3	$14.2M	Buy	158,979 +1,545	+1%	+$135K	3.85%	6
2025 Q2	$13.9M	Sell	157,434 -10,477	-6%	-$914K	4.86%	3
2025 Q1	$15.3M	Buy	167,911 +9,525	+6%	+$848K	5.29%	3
2024 Q4	$13.8M	Sell	158,386 -11,578	-7%	-$1.07M	4.95%	3
2024 Q3	$16.7M	Buy	+169,964	New	+$16.4M	5.86%	2

Other funds holding TLT

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Sicart Associates's TLT Position: Q3 2026 in Review

Sicart Associates reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.5% in Q3 2026, selling an estimated $253K and leaving 118,762 shares worth $9.5M. The position accounts for 2.3% of the portfolio, ranked #16.

Sicart Associates first reported a position in TLT in Q3 2024 and has held it in 9 quarters since. The position peaked at $16.7M in Q3 2024. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Sicart Associates held 118,762 shares of iShares 20+ Year Treasury Bond ETF worth $9.5M as of Q3 2026.
Sicart Associates sold 3,073 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $253K.
iShares 20+ Year Treasury Bond ETF made up 2.3% of Sicart Associates's portfolio in Q3 2026, its #16 holding.
Sicart Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
Sicart Associates's iShares 20+ Year Treasury Bond ETF position peaked at $16.7M in Q3 2024.
407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.