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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
Q2 		$3.43M Sell
39,665
-2,792
-7% -$240K 0.19% 83
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 $1.55T 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

Verus Capital Partners's TLT Position: Q2 2026 in Review

Verus Capital Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.6% in Q2 2026, selling an estimated $240K and leaving 39,665 shares worth $3.43M. The position accounts for 0.19% of the portfolio, ranked #83.

Verus Capital Partners first reported a position in TLT in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.01M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Verus Capital Partners held 39,665 shares of iShares 20+ Year Treasury Bond ETF worth $3.43M as of Q2 2026.
  • Verus Capital Partners sold 2,792 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $240K.
  • iShares 20+ Year Treasury Bond ETF made up 0.19% of Verus Capital Partners's portfolio in Q2 2026, its #83 holding.
  • Verus Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Verus Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $4.01M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.