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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
Q2 		$3.57M Buy
41,351
+1,452
+4% +$125K 1.77% 16
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 $1.55T 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

Spectrum Strategic Capital Management's TLT Position: Q2 2026 in Review

Spectrum Strategic Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.6% in Q2 2026, buying an estimated $125K and bringing the position to 41,351 shares worth $3.57M. The position accounts for 1.77% of the portfolio, ranked #16.

Spectrum Strategic Capital Management first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Spectrum Strategic Capital Management held 41,351 shares of iShares 20+ Year Treasury Bond ETF worth $3.57M as of Q2 2026.
  • Spectrum Strategic Capital Management bought 1,452 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares 20+ Year Treasury Bond ETF made up 1.77% of Spectrum Strategic Capital Management's portfolio in Q2 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 11 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Spectrum Strategic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.