Balboa Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Balboa Wealth 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	$203K	Sell	2,349 -209	-8%	-$17.9K	0.03%	444
2026 Q1	$222K	Sell	2,558 -1,528	-37%	-$134K	0.04%	381
2025 Q4	$356K	Buy	4,086 +534	+15%	+$47.7K	0.06%	249
2025 Q3	$317K	Buy	3,552 +336	+10%	+$29.4K	0.05%	261
2025 Q2	$284K	Buy	3,216 +300	+10%	+$26.2K	0.06%	259
2025 Q1	$265K	Buy	+2,916	New	+$260K	0.06%	216
2024 Q2	–	Sell	-2,756	Closed	-$261K	–	342
2024 Q1	$261K	Buy	+2,756	New	+$261K	0.08%	179
2023 Q3	–	Sell	-4,722	Closed	-$486K	–	324
2023 Q2	$486K	Buy	4,722 +2,438	+107%	+$253K	0.17%	117
2023 Q1	$243K	Sell	2,284 -770	-25%	-$80.6K	0.09%	191
2022 Q4	$304K	Buy	3,054 +563	+23%	+$56.7K	0.14%	150
2022 Q3	$255K	Buy	+2,491	New	+$280K	0.11%	161

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

Balboa Wealth Partners's TLT Position: Q2 2026 in Review

Balboa Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.2% in Q2 2026, selling an estimated $17.9K and leaving 2,349 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #444.

Balboa Wealth Partners first reported a position in TLT in Q3 2022 and has held it in 11 quarters since. The position peaked at $486K in Q2 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Balboa Wealth Partners held 2,349 shares of iShares 20+ Year Treasury Bond ETF worth $203K as of Q2 2026.
Balboa Wealth Partners sold 209 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $17.9K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #444 holding.
Balboa Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and has held it in 11 quarters since.
Balboa Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $486K in Q2 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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