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Spectrum Strategic Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Spectrum Strategic Capital Management’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 		$3.46M Sell
39,899
-908
-2% -$79.8K 1.86% 16
2025
Q4 		$3.56M Buy
40,807
+22,411
+122% +$2M 1.89% 17
2025
Q3 		$1.64M Sell
18,396
-47
-0.3% -$4.11K 0.84% 27
2025
Q2 		$1.63M Buy
18,443
+1,143
+7% +$99.7K 0.82% 27
2025
Q1 		$1.57M Buy
17,300
+483
+3% +$43K 0.99% 18
2024
Q4 		$1.47M Buy
16,817
+930
+6% +$85.6K 0.93% 16
2024
Q3 		$1.56M Sell
15,887
-206
-1% -$19.9K 1.06% 18
2024
Q2 		$1.48M Sell
16,093
-38
-0.2% -$3.46K 1.08% 18
2024
Q1 		$1.53M Buy
16,131
+2,631
+19% +$249K 1.16% 18
2023
Q4 		$1.33M Buy
+13,500
New +$1.22M 1.14% 16

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spectrum Strategic Capital Management's TLT Position: Q1 2026 in Review

Spectrum Strategic Capital Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.2% in Q1 2026, selling an estimated $79.8K and leaving 39,899 shares worth $3.46M. The position accounts for 1.86% of the portfolio, ranked #16.

Spectrum Strategic Capital Management first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.56M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Spectrum Strategic Capital Management held 39,899 shares of iShares 20+ Year Treasury Bond ETF worth $3.46M as of Q1 2026.
  • Spectrum Strategic Capital Management sold 908 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $79.8K.
  • iShares 20+ Year Treasury Bond ETF made up 1.86% of Spectrum Strategic Capital Management's portfolio in Q1 2026, its #16 holding.
  • Spectrum Strategic Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Spectrum Strategic Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.56M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Spectrum Strategic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.