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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sicart Associates's TLT Position: Q1 2026 in Review

Sicart Associates held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 122,505 shares worth $10.6M. The position accounts for 2.73% of the portfolio, ranked #11.

Sicart Associates first reported a position in TLT in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.7M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Sicart Associates held 122,505 shares of iShares 20+ Year Treasury Bond ETF worth $10.6M as of Q1 2026.
Sicart Associates left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up 2.73% of Sicart Associates's portfolio in Q1 2026, its #11 holding.
Sicart Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Sicart Associates's iShares 20+ Year Treasury Bond ETF position peaked at $16.7M in Q3 2024.
1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Sicart Associates's 13F filing for Q1 2026, filed 21 Apr 2026.