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 Q3	$4.75M	Buy	61,058 +3,993	+7%	+$329K	1.8%	16
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Aspect Partners's TLT Position: Q3 2026 in Review

Aspect Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7% in Q3 2026, buying an estimated $329K and bringing the position to 61,058 shares worth $4.75M. The position accounts for 1.8% of the portfolio, ranked #16.

Aspect Partners first reported a position in TLT in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.93M in Q2 2026. 254 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Aspect Partners held 61,058 shares of iShares 20+ Year Treasury Bond ETF worth $4.75M as of Q3 2026.
Aspect Partners bought 3,993 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $329K.
iShares 20+ Year Treasury Bond ETF made up 1.8% of Aspect Partners's portfolio in Q3 2026, its #16 holding.
Aspect Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares 20+ Year Treasury Bond ETF position peaked at $4.93M in Q2 2026.
254 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.