TCM Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

TCM Advisors’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	–	Hold	0	–	–	–	5
2025 Q4	–	Hold	0	–	–	–	4
2025 Q3	–	Hold	0	–	–	–	4
2025 Q2	–	Hold	0	–	–	–	4
2025 Q1	–	Hold	0	–	–	–	4
2024 Q4	–	Hold	0	–	–	–	4
2024 Q3	–	Hold	0	–	–	–	4
2024 Q2	–	Hold	0	–	–	–	2
2024 Q1	–	Hold	0	–	–	–	3
2023 Q4	–	Hold	0	–	–	–	4
2023 Q3	–	Hold	0	–	–	–	2
2023 Q2	–	Hold	0	–	–	–	7
2023 Q1	–	Hold	0	–	–	–	4
2022 Q4	–	Hold	0	–	–	–	2
2022 Q3	–	Hold	0	–	–	–	4
2022 Q2	–	Hold	0	–	–	–	2
2022 Q1	–	Sell	-86,500	Closed	-$11.9M	–	2
2021 Q4	$12.8M	Buy	+86,500	New	+$12.7M	11.33%	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

TCM Advisors's TLT Position: Q1 2026 in Review

TCM Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 0 shares worth $13.8M. The position accounts for 1.02% of the portfolio, ranked #5.

TCM Advisors first reported a position in TLT in Q4 2021 and has held it in 1 quarter since. The position peaked at $12.8M in Q4 2021. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

TCM Advisors held 0 shares of iShares 20+ Year Treasury Bond ETF worth $13.8M as of Q1 2026.
TCM Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up 1.02% of TCM Advisors's portfolio in Q1 2026, its #5 holding.
TCM Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 1 quarter since.
TCM Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $12.8M in Q4 2021.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on TCM Advisors's 13F filing for Q1 2026, filed 14 May 2026.