TCP Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

TCP Asset 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	$5.01M	Sell	57,932 -8,186	-12%	-$703K	0.57%	31
2026 Q1	$5.73M	Buy	+66,118	New	+$5.81M	0.74%	28
2024 Q1	–	Sell	-56,780	Closed	-$5.61M	–	83
2023 Q4	$5.61M	Buy	56,780 +5,598	+11%	+$506K	2.08%	16
2023 Q3	$4.54M	Buy	51,182 +5,123	+11%	+$492K	1.94%	17
2023 Q2	$4.74M	Buy	+46,059	New	+$4.78M	2.02%	16

Other funds holding TLT

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

TCP Asset Management's TLT Position: Q2 2026 in Review

TCP Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q2 2026, selling an estimated $703K and leaving 57,932 shares worth $5.01M. The position accounts for 0.57% of the portfolio, ranked #31.

TCP Asset Management first reported a position in TLT in Q2 2023 and has held it in 5 quarters since. The position peaked at $5.73M in Q1 2026. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

TCP Asset Management held 57,932 shares of iShares 20+ Year Treasury Bond ETF worth $5.01M as of Q2 2026.
TCP Asset Management sold 8,186 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $703K.
iShares 20+ Year Treasury Bond ETF made up 0.57% of TCP Asset Management's portfolio in Q2 2026, its #31 holding.
TCP Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 5 quarters since.
TCP Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $5.73M in Q1 2026.
156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.