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

Viewpoint Capital Management’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 		$39.8K Sell
460
-830
-64% -$71.3K 0.02% 115
2026
Q1 		$112K Buy
+1,290
New +$113K 0.05% 109

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

Viewpoint Capital Management's TLT Position: Q2 2026 in Review

Viewpoint Capital Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 64% in Q2 2026, selling an estimated $71.3K and leaving 460 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #115.

Viewpoint Capital Management first reported a position in TLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $112K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Viewpoint Capital Management held 460 shares of iShares 20+ Year Treasury Bond ETF worth $39.8K as of Q2 2026.
  • Viewpoint Capital Management sold 830 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $71.3K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Viewpoint Capital Management's portfolio in Q2 2026, its #115 holding.
  • Viewpoint Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Viewpoint Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $112K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.