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X-Square Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

X-Square 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
-4,000
Closed -$349K – 179
2025
Q4 		$349K Hold
4,000
– – 0.11% 134
2025
Q3 		$357K Buy
4,000
+1,000
+33% +$87.5K 0.11% 129
2025
Q2 		$265K Buy
+3,000
New +$262K 0.1% 143

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

X-Square Capital's TLT Position: Q1 2026 in Review

X-Square Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 4,000 shares — an estimated $349K sold.

X-Square Capital first reported a position in TLT in Q2 2025 and held it in 3 quarters. The position peaked at $357K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • X-Square Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • X-Square Capital sold 4,000 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $349K.
  • X-Square Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • X-Square Capital's iShares 20+ Year Treasury Bond ETF position peaked at $357K in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on X-Square Capital's 13F filing for Q1 2026, filed 15 May 2026.