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Verus Capital Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Verus Capital Partners’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 		$3.68M Sell
42,457
-414
-1% -$36.4K 0.25% 71
2025
Q4 		$3.74M Buy
42,871
+5,453
+15% +$488K 0.25% 68
2025
Q3 		$3.34M Buy
37,418
+429
+1% +$37.5K 0.26% 55
2025
Q2 		$3.26M Buy
36,989
+8,863
+32% +$773K 0.29% 53
2025
Q1 		$2.56M Sell
28,126
-9,827
-26% -$875K 0.26% 58
2024
Q4 		$3.3M Sell
37,953
-1,773
-4% -$163K 0.31% 46
2024
Q3 		$3.9M Sell
39,726
-1,233
-3% -$119K 0.38% 38
2024
Q2 		$3.77M Sell
40,959
-1,468
-3% -$134K 0.39% 33
2024
Q1 		$4.01M Buy
42,427
+2,205
+5% +$209K 0.44% 29
2023
Q4 		$3.98M Buy
40,222
+19,545
+95% +$1.77M 0.49% 30
2023
Q3 		$1.83M Buy
20,677
+5,624
+37% +$541K 0.26% 64
2023
Q2 		$1.55M Buy
15,053
+2,166
+17% +$225K 0.22% 72
2023
Q1 		$1.37M Buy
12,887
+5,129
+66% +$537K 0.21% 75
2022
Q4 		$772K Buy
7,758
+1,957
+34% +$197K 0.14% 100
2022
Q3 		$594K Buy
5,801
+66
+1% +$7.43K 0.11% 123
2022
Q2 		$1.09M Sell
5,735
-3,740
-39% -$440K 0.21% 89
2022
Q1 		$1.09M Buy
+9,475
New +$1.31M 0.17% 97
2020
Q1 		$1.55M Buy
9,394
+4,991
+113% +$744K 0.49% 37
2019
Q4 		$596K Buy
+4,403
New +$613K 0.2% 85

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

Verus Capital Partners's TLT Position: Q1 2026 in Review

Verus Capital Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.97% in Q1 2026, selling an estimated $36.4K and leaving 42,457 shares worth $3.68M. The position accounts for 0.25% of the portfolio, ranked #71.

Verus Capital Partners first reported a position in TLT in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.01M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Verus Capital Partners held 42,457 shares of iShares 20+ Year Treasury Bond ETF worth $3.68M as of Q1 2026.
  • Verus Capital Partners sold 414 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $36.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.25% of Verus Capital Partners's portfolio in Q1 2026, its #71 holding.
  • Verus Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $4.01M in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.