AP
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Aspect Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Aspect 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 		$4.93M Buy
57,065
+1,641
+3% +$141K 1.84% 14
2026
Q1 		$4.8M Buy
55,424
+4,127
+8% +$363K 1.96% 16
2025
Q4 		$4.47M Sell
51,297
-1,358
-3% -$121K 1.96% 17
2025
Q3 		$4.71M Buy
52,655
+1,358
+3% +$119K 2.14% 16
2025
Q2 		$4.53M Buy
51,297
+7,338
+17% +$640K 2.23% 13
2025
Q1 		$4M Buy
43,959
+674
+2% +$60K 2.29% 13
2024
Q4 		$3.78M Sell
43,285
-5,343
-11% -$492K 2.18% 13
2024
Q3 		$4.77M Buy
48,628
+10,770
+28% +$1.04M 2.68% 11
2024
Q2 		$3.47M Sell
37,858
-13,059
-26% -$1.19M 2.07% 13
2024
Q1 		$4.82M Buy
50,917
+5,871
+13% +$555K 3.8% 6
2023
Q4 		$4.45M Buy
+45,046
New +$4.07M 2.87% 8

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspect Partners's TLT Position: Q2 2026 in Review

Aspect Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3% in Q2 2026, buying an estimated $141K and bringing the position to 57,065 shares worth $4.93M. The position accounts for 1.84% of the portfolio, ranked #14.

Aspect Partners first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Aspect Partners held 57,065 shares of iShares 20+ Year Treasury Bond ETF worth $4.93M as of Q2 2026.
  • Aspect Partners bought 1,641 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $141K.
  • iShares 20+ Year Treasury Bond ETF made up 1.84% of Aspect Partners's portfolio in Q2 2026, its #14 holding.
  • Aspect Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.