AssuredPartners Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

AssuredPartners Investment Advisors’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	$848K	Buy	9,813 +318	+3%	+$27.3K	0.08%	208
2026 Q1	$823K	Buy	9,495 +1,141	+14%	+$100K	0.09%	207
2025 Q4	$728K	Buy	8,354 +5,404	+183%	+$483K	0.11%	172
2025 Q3	$264K	Buy	+2,950	New	+$258K	0.06%	221
2025 Q2	–	Sell	-9,045	Closed	-$823K	–	320
2025 Q1	$823K	Sell	9,045 -279	-3%	-$24.8K	0.16%	138
2024 Q4	$814K	Buy	+9,324	New	+$858K	0.16%	141

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

AssuredPartners Investment Advisors's TLT Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.3% in Q2 2026, buying an estimated $27.3K and bringing the position to 9,813 shares worth $848K. The position accounts for 0.08% of the portfolio, ranked #208.

AssuredPartners Investment Advisors first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

AssuredPartners Investment Advisors held 9,813 shares of iShares 20+ Year Treasury Bond ETF worth $848K as of Q2 2026.
AssuredPartners Investment Advisors bought 318 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $27.3K.
iShares 20+ Year Treasury Bond ETF made up 0.08% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #208 holding.
AssuredPartners Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.