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Vantage Point Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vantage Point Financial’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 		– Sell
-5,386
Closed -$467K – 202
2026
Q1 		$467K Sell
5,386
-166
-3% -$14.6K 0.16% 94
2025
Q4 		$484K Buy
+5,552
New +$496K 0.17% 97
2025
Q1 		– Sell
-2,553
Closed -$223K – 134
2024
Q4 		$223K Buy
+2,553
New +$235K 0.12% 112

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

Vantage Point Financial's TLT Position: Q2 2026 in Review

Vantage Point Financial sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 5,386 shares — an estimated $467K sold.

Vantage Point Financial first reported a position in TLT in Q4 2024 and held it in 3 quarters. The position peaked at $484K in Q4 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Vantage Point Financial reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vantage Point Financial sold 5,386 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $467K.
  • Vantage Point Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
  • Vantage Point Financial's iShares 20+ Year Treasury Bond ETF position peaked at $484K in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.