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

Triumph 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	$6.83M	Buy	78,997 +6,508	+9%	+$559K	1.24%	15
2026 Q1	$6.28M	Buy	72,489 +20,104	+38%	+$1.77M	1.28%	16
2025 Q4	$4.57M	Sell	52,385 -314	-0.6%	-$28.1K	0.99%	25
2025 Q3	$4.71M	Buy	52,699 +8,519	+19%	+$745K	1.26%	19
2025 Q2	$3.9M	Buy	44,180 +14,729	+50%	+$1.28M	1.17%	20
2025 Q1	$2.68M	Buy	29,451 +19,136	+186%	+$1.7M	0.89%	23
2024 Q4	$901K	Buy	+10,315	New	+$949K	0.31%	76
2023 Q4	–	Sell	-4,006	Closed	-$355K	–	254
2023 Q3	$355K	Buy	+4,006	New	+$385K	0.16%	136

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Triumph Capital Management's TLT Position: Q2 2026 in Review

Triumph Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9% in Q2 2026, buying an estimated $559K and bringing the position to 78,997 shares worth $6.83M. The position accounts for 1.24% of the portfolio, ranked #15.

Triumph Capital Management first reported a position in TLT in Q3 2023 and has held it in 8 quarters since. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Triumph Capital Management held 78,997 shares of iShares 20+ Year Treasury Bond ETF worth $6.83M as of Q2 2026.
Triumph Capital Management bought 6,508 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $559K.
iShares 20+ Year Treasury Bond ETF made up 1.24% of Triumph Capital Management's portfolio in Q2 2026, its #15 holding.
Triumph Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 8 quarters since.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.