$TLTiShares 20+ Year Treasury Bond ETF · Asset Management - Bonds · $41.5B
$82.05
-0.4%
Event thread
Key events, in time order
12 items
AnalystBear
Bessent flags poor 30Y liquidity; $2.8M put trade on TLT
Treasury Secretary comments and large put trade show growing divergence on long-end
D1 -0.4%
CompanyBear🔥Developing
TLT at 22-year lows; 30Y yield ranges 5.16%-5.33%
Long-term Treasury prices at 22-year lows; yields range high; focus on buybacks and Bessent comments
D1 -0.8% · since +0.9%
›4 waves of this story
2026-08-15 Price at multi-decade low; several asset managers sharply changed holdings, reflecting deep long-bond market adjustment
2026-08-18 Rising long-term yields and supply fears deepen bond sell-off, pushing TLT near record lows
2026-08-18 TLT at 22-yr low as 30Y yield tops 5.33%
2026-08-20 Long-term Treasury prices at 22-year lows; yields range high; focus on buybacks and Bessent comments
10 earlier events›
RegulationBull
US Treasury Doubles Long-Dated Bond Buyback Size, Boosting TLT
Treasury expands long-dated buybacks, long yields drop, positive for TLT
D1 +1.7% · since -1.2%
AnalystBull
Crowded TLT Shorts May Trigger Squeeze
CTA shorts crowded; any rate dip could fuel short squeeze
D1 +0.6% · +5d -0.3%
CapitalBear
TLT Hits 22-Year Closing Low as Long Bond Yields Rise
Long bond yield rises to 5.243%, pressuring TLT
D1 -0.3% · +5d -0.7%
›11 waves of this story
2026-07-22 TLT dropped to $82.53 intraday, an all-time low for the ETF, while JPMorgan's CEO explicitly declined to buy 10-year Treasuries, signaling capital exiting bonds.
2026-07-23 212k Jan'28 100-120 call spreads bought at $0.62 yesterday, contrasting with new lows
2026-07-24 Bond sell-off deepens as energy shock and trade friction lock in hawkish Fed expectations; TLT nears record low
2026-07-30 TLT trending on Stocktwits historically marks short-term equity turning points; 30Y at 5.11% shows persistent long-end pressure
2026-07-31 Two consecutive sessions confirm new lows, long-end selling pressure persists
2026-08-01 TLT falls to lowest since 2004, down nearly 1% intraday, diverging from equity gains
2026-08-03 Bond prices at levels unseen since 2004 as market abandons near-term rate cut hopes; options show extreme put skew
2026-08-07 Despite soft jobless claims, 10Y yield rose to 4.64%; shorts like Keith McCullough stay short TLT
2026-08-11 TLT closes at 22-year low; long bond yield rises to 5.243%, extending selloff
2026-08-11 Long bond yield rises to 5.243%, pressuring TLT
Other
Jobless Claims Below 200K for Third Straight Week, Recession Bets Rejected
Initial claims at 199K vs 205K expected; 4-week average hits new low, contradicting recession narrative
D1 +0.3% · +5d -0.9%
OtherBear
10Y yield at highest since Jan 2025, policy uncertainty looms
30Y hit a 19-year high; 2s30s bear-steepened toward 100bps in weeks as traders dumped long end.
D1 +0.6% · +5d -1.7%
›3 waves of this story
2026-07-28 Oil drop relieves inflation pressure, but yields stay high; focus on Fed meeting
2026-07-29 Oil decline eases inflation concerns, but high long-end yields signal lingering policy risk
2026-08-03 30Y hit a 19-year high; 2s30s bear-steepened toward 100bps in weeks as traders dumped long end.
OtherBear
TLT Falls After CPI and PPI Data, Bond Market Skeptical on Inflation Peak
Despite CPI and PPI showing inflation easing, TLT declines as bond market questions the data
D1 +0.0% · +5d -1.2%
OtherBear
TLT/XLE ratio hits 20-day low, inflation concerns rise
Oil's independent bid pressures long bonds; TLT gave back CPI spike
D1 +0.1% · +5d -0.5%
›2 waves of this story
2026-07-14 Two independent sources flag ratio weakness, suggesting persistent inflation pressure affecting long bonds vs energy
2026-07-15 Oil's independent bid pressures long bonds; TLT gave back CPI spike
分红Bear
Dividend cut 5% (to $0.31803)
D1 -1.2% · +5d -2.4%
分红Bull
Dividend raised 6% (to $0.33578)
D1 +0.0% · +5d -0.8%
分红Bear
Dividend cut 9% (to $0.31535)
D1 -0.1% · +5d +0.0%
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
12 items
AnalystBear
Bessent flags poor 30Y liquidity; $2.8M put trade on TLT
Treasury Secretary comments and large put trade show growing divergence on long-end
D1 -0.4%
CompanyBear🔥Developing
TLT at 22-year lows; 30Y yield ranges 5.16%-5.33%
Long-term Treasury prices at 22-year lows; yields range high; focus on buybacks and Bessent comments
D1 -0.8% · since +0.9%
›4 waves of this story
2026-08-15 Price at multi-decade low; several asset managers sharply changed holdings, reflecting deep long-bond market adjustment
2026-08-18 Rising long-term yields and supply fears deepen bond sell-off, pushing TLT near record lows
2026-08-18 TLT at 22-yr low as 30Y yield tops 5.33%
2026-08-20 Long-term Treasury prices at 22-year lows; yields range high; focus on buybacks and Bessent comments
RegulationBull
US Treasury Doubles Long-Dated Bond Buyback Size, Boosting TLT
Treasury expands long-dated buybacks, long yields drop, positive for TLT
D1 +1.7% · since -1.2%
AnalystBull
Crowded TLT Shorts May Trigger Squeeze
CTA shorts crowded; any rate dip could fuel short squeeze
D1 +0.6% · +5d -0.3%
CapitalBear
TLT Hits 22-Year Closing Low as Long Bond Yields Rise
Long bond yield rises to 5.243%, pressuring TLT
D1 -0.3% · +5d -0.7%
›11 waves of this story
2026-07-22 TLT dropped to $82.53 intraday, an all-time low for the ETF, while JPMorgan's CEO explicitly declined to buy 10-year Treasuries, signaling capital exiting bonds.
2026-07-23 212k Jan'28 100-120 call spreads bought at $0.62 yesterday, contrasting with new lows
