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

Vicus Capital’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 		– Sell
-7,193
Closed -$627K – 270
2025
Q4 		$627K Buy
+7,193
New +$643K 0.05% 160
2025
Q2 		– Sell
-7,339
Closed -$668K – 277
2025
Q1 		$668K Buy
7,339
+4,568
+165% +$407K 0.06% 114
2024
Q4 		$242K Sell
2,771
-9,016
-76% -$830K 0.02% 201
2024
Q3 		$1.16M Sell
11,787
-12,996
-52% -$1.25M 0.1% 88
2024
Q2 		$2.27M Buy
24,783
+21,943
+773% +$2M 0.21% 55
2024
Q1 		$269K Sell
2,840
-2,938
-51% -$278K 0.02% 225
2023
Q4 		$571K Buy
+5,778
New +$522K 0.06% 119
2020
Q3 		– Sell
-5,097
Closed -$836K – 222
2020
Q2 		$836K Sell
5,097
-14,418
-74% -$2.37M 0.13% 92
2020
Q1 		$3.22M Buy
+19,515
New +$2.91M 0.6% 40
2019
Q4 		– Sell
-25,013
Closed -$3.58M – 231
2019
Q3 		$3.58M Buy
25,013
+18,386
+277% +$2.56M 0.5% 47
2019
Q2 		$880K Buy
+6,627
New +$842K 0.12% 111
2017
Q4 		– Sell
-2,516
Closed -$314K – 244
2017
Q3 		$314K Sell
2,516
-1,396
-36% -$175K 0.06% 186
2017
Q2 		$489K Sell
3,912
-880
-18% -$109K 0.1% 143
2017
Q1 		$578K Sell
4,792
-24,807
-84% -$2.98M 0.12% 134
2016
Q4 		$3.53M Sell
29,599
-5,464
-16% -$684K 0.79% 30
2016
Q3 		$4.82M Buy
35,063
+22,253
+174% +$3.09M 1.1% 23
2016
Q2 		$1.78M Sell
12,810
-619
-5% -$81.6K 0.43% 54
2016
Q1 		$1.75M Sell
13,429
-829
-6% -$106K 0.4% 53
2015
Q4 		$1.72M Buy
+14,258
New +$1.74M 0.44% 63
2015
Q2 		– Sell
-20,534
Closed -$2.68M – 199
2015
Q1 		$2.68M Buy
20,534
+756
+4% +$98.7K 0.52% 42
2014
Q4 		$2.49M Buy
+19,778
New +$2.4M 0.72% 41

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vicus Capital's TLT Position: Q1 2026 in Review

Vicus Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 7,193 shares — an estimated $627K sold.

Vicus Capital first reported a position in TLT in Q4 2014 and held it in 21 quarters. The position peaked at $4.82M in Q3 2016. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Vicus Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Vicus Capital sold 7,193 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $627K.
  • Vicus Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and held it in 21 quarters.
  • Vicus Capital's iShares 20+ Year Treasury Bond ETF position peaked at $4.82M in Q3 2016.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.