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U.S. Capital Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

U.S. Capital Wealth 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 		$4.46M Sell
51,493
-280,076
-84% -$24.6M 0.11% 208
2025
Q4 		$28.9M Sell
331,569
-2,302
-0.7% -$206K 0.75% 22
2025
Q3 		$29.8M Sell
333,871
-151,169
-31% -$13.2M 0.8% 19
2025
Q2 		$42.8M Sell
485,040
-41,880
-8% -$3.65M 1.25% 10
2025
Q1 		$48M Sell
526,920
-659,541
-56% -$58.7M 1.47% 8
2024
Q4 		$104M Sell
1,186,461
-6,339
-0.5% -$583K 3.21% 2
2024
Q3 		$117M Buy
1,192,800
+275,095
+30% +$26.5M 4.12% 2
2024
Q2 		$84.2M Buy
917,705
+437,783
+91% +$39.9M 3.19% 3
2024
Q1 		$45.4M Sell
479,922
-479,551
-50% -$45.4M 1.75% 8
2023
Q4 		$94.9M Buy
959,473
+943,376
+5,861% +$85.2M 3.76% 2
2023
Q3 		$1.43M Sell
16,097
-21,801
-58% -$2.1M 0.06% 255
2023
Q2 		$3.9M Buy
37,898
+10,766
+40% +$1.12M 0.19% 121
2023
Q1 		$2.89M Sell
27,132
-4,651
-15% -$487K 0.13% 147
2022
Q4 		$3.16M Sell
31,783
-11,169
-26% -$1.13M 0.15% 142
2022
Q3 		$4.4M Sell
42,952
-12,640
-23% -$1.42M 0.22% 99
2022
Q2 		$6.39M Buy
55,592
+27,912
+101% +$3.29M 0.28% 76
2022
Q1 		$3.66M Buy
27,680
+20,917
+309% +$2.89M 0.13% 164
2021
Q4 		$1M Buy
6,763
+2,456
+57% +$362K 0.04% 399
2021
Q3 		$622K Buy
+4,307
New +$640K 0.03% 474

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

U.S. Capital Wealth Advisors's TLT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 84% in Q1 2026, selling an estimated $24.6M and leaving 51,493 shares worth $4.46M. The position accounts for 0.11% of the portfolio, ranked #208.

U.S. Capital Wealth Advisors first reported a position in TLT in Q3 2021 and has held it in 19 quarters since. The position peaked at $117M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • U.S. Capital Wealth Advisors held 51,493 shares of iShares 20+ Year Treasury Bond ETF worth $4.46M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 280,076 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $24.6M.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #208 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $117M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.