Arax Advisory Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Arax Advisory 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	$9.35M	Buy	108,221 +80,636	+292%	+$6.92M	0.06%	317
2026 Q1	$2.39M	Sell	27,585 -30,083	-52%	-$2.64M	0.07%	235
2025 Q4	$5.03M	Buy	+57,668	New	+$5.16M	0.15%	124
2025 Q3	–	Sell	-34	Closed	-$2.96K	–	4250
2025 Q2	$2.96K	Sell	34 -25	-42%	-$2.18K	﹤0.01%	2430
2025 Q1	$5.41K	Sell	59 -1,179	-95%	-$105K	﹤0.01%	1749
2024 Q4	$108K	Buy	1,238 +1,234	+30,850%	+$114K	0.01%	660
2024 Q3	$421	Hold	4	–	–	﹤0.01%	2421
2024 Q2	$390	Hold	4	–	–	﹤0.01%	2360
2024 Q1	$398	Sell	4 -66	-94%	-$6.24K	﹤0.01%	1246
2023 Q4	$6.94K	Buy	70 +66	+1,650%	+$5.96K	﹤0.01%	815
2023 Q3	$367	Sell	4 -294	-99%	-$28.3K	﹤0.01%	1261
2023 Q2	$30.7K	Buy	298 +15	+5%	+$1.56K	﹤0.01%	529
2023 Q1	$30.1K	Hold	283	–	–	﹤0.01%	523
2022 Q4	$28.2K	Buy	+283	New	+$28.5K	﹤0.01%	517
2022 Q2	–	Sell	-4	Closed	-$1K	–	1241
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	1103
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1090
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	948
2021 Q2	$1K	Buy	+4	New	+$558	﹤0.01%	903
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	717
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	678
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	664
2020 Q1	$1K	Buy	+4	New	+$596	﹤0.01%	660
2019 Q4	–	Sell	-64	Closed	-$9K	–	613
2019 Q3	$9K	Hold	64	–	–	﹤0.01%	473
2019 Q2	$8K	Buy	+64	New	+$8.13K	﹤0.01%	485

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arax Advisory Partners's TLT Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 292% in Q2 2026, buying an estimated $6.92M and bringing the position to 108,221 shares worth $9.35M. The position accounts for 0.06% of the portfolio, ranked #317.

Arax Advisory Partners first reported a position in TLT in Q2 2019 and has held it in 24 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Arax Advisory Partners held 108,221 shares of iShares 20+ Year Treasury Bond ETF worth $9.35M as of Q2 2026.
Arax Advisory Partners bought 80,636 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $6.92M.
iShares 20+ Year Treasury Bond ETF made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #317 holding.
Arax Advisory Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 24 quarters since.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.